A detailed history of Creative Planning transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Creative Planning holds 3,757 shares of LPLA stock, worth $1.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,757
Previous 4,574 17.86%
Holding current value
$1.18 Million
Previous $1.28 Million 31.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

SELL
$193.0 - $282.1 $157,681 - $230,475
-817 Reduced 17.86%
3,757 $874,000
Q2 2024

Aug 15, 2024

BUY
$256.41 - $288.82 $150,256 - $169,248
586 Added 14.69%
4,574 $1.28 Million
Q1 2024

May 10, 2024

BUY
$230.75 - $273.77 $259,132 - $307,443
1,123 Added 39.2%
3,988 $1.05 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $70,313 - $80,322
-335 Reduced 10.47%
2,865 $652,000
Q3 2023

Nov 16, 2023

BUY
$218.49 - $247.52 $152,506 - $172,768
698 Added 27.9%
3,200 $760,000
Q2 2023

Jul 21, 2023

BUY
$180.95 - $217.9 $16,104 - $19,393
89 Added 3.69%
2,502 $544,000
Q1 2023

May 15, 2023

SELL
$192.0 - $255.57 $114,432 - $152,319
-596 Reduced 19.81%
2,413 $488,000
Q4 2022

Feb 10, 2023

BUY
$206.94 - $269.62 $96,434 - $125,642
466 Added 18.32%
3,009 $650,000
Q3 2022

Nov 03, 2022

BUY
$172.53 - $233.2 $166,318 - $224,804
964 Added 61.05%
2,543 $556,000
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $264,450 - $345,043
1,579 New
1,579 $291,000
Q3 2021

Nov 10, 2021

SELL
$127.58 - $161.13 $129,748 - $163,869
-1,017 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$134.61 - $156.7 $136,898 - $159,363
1,017 New
1,017 $137,000

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 $25.1B
  • 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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