A detailed history of Concurrent Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,063 shares of LPLA stock, worth $345,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,063
Previous 1,026 3.61%
Holding current value
$345,602
Previous $287 Million 13.74%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$193.0 - $282.1 $7,141 - $10,437
37 Added 3.61%
1,063 $247 Million
Q2 2024

Jul 30, 2024

BUY
$256.41 - $288.82 $263,076 - $296,329
1,026 New
1,026 $287 Million

Others Institutions Holding LPLA

About LPL Financial Holdings Inc.


  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $25.9B
  • Description
  • LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and ed...
More about LPLA
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