Creative One Wealth, LLC Lpl Financial Holdings Inc. Transaction History

Creative One Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 16, 2023	BUY	$180.95 - $217.9 $9,228 - $11,112	51 Added 1.86%	2,788 $606,000
Q2 2023 Aug 14, 2023	BUY	$180.95 - $217.9 $93,732 - $112,872	518 Added 23.34%	2,737 $595,000
Q1 2023 May 15, 2023	SELL	$192.0 - $255.57 $5,568 - $7,411	-29 Reduced 1.29%	2,219 $449,000
Q4 2022 Feb 14, 2023	SELL	$206.94 - $269.62 $32,282 - $42,060	-156 Reduced 6.49%	2,248 $486,000
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $414,762 - $560,612	2,404 New	2,404 $525,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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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