A detailed history of Cornerstone Planning Group LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1 shares of LPLA stock, worth $371. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1
Holding current value
$371
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$229.85 - $335.91 $229 - $335
1 New
1 $353,000
Q4 2023

Feb 12, 2024

BUY
$209.89 - $239.77 $839 - $959
4 New
4 $910,000

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 $29.6B
  • 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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