A detailed history of Crewe Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 129 shares of LPLA stock, worth $31,349. This represents 0.0% of its overall portfolio holdings.

Number of Shares
129
Previous 28 360.71%
Holding current value
$31,349
Previous $7,000 414.29%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$256.41 - $288.82 $25,897 - $29,170
101 Added 360.71%
129 $36,000
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $6,461 - $7,665
28 New
28 $7,000
Q2 2023

Jul 28, 2023

BUY
$180.95 - $217.9 $180 - $217
1 New
1 $0
Q2 2022

Aug 02, 2022

BUY
$167.48 - $218.52 $4,187 - $5,463
25 New
25 $5,000

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 $19.4B
  • 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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