Congress Wealth Management LLC Lpl Financial Holdings Inc. Transaction History

Congress Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 08, 2022	BUY	$172.53 - $233.2 $104,380 - $141,086	605 Added 7.68%	8,487 $1.85 Million
Q2 2022 Aug 11, 2022	BUY	$167.48 - $218.52 $66,154 - $86,315	395 Added 5.28%	7,882 $1.46 Million
Q1 2022 May 16, 2022	BUY	$143.67 - $190.77 $70,829 - $94,049	493 Added 7.05%	7,487 $1.37 Million
Q4 2021 Feb 04, 2022	BUY	$152.65 - $175.02 $1.07 Million - $1.22 Million	6,994 New	6,994 $1.12 Million

715

68.3M

647K

558K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $28.9B
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...

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