A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 18 shares of LPLA stock, worth $5,818. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18
Previous 19 5.26%
Holding current value
$5,818
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

SELL
$193.0 - $282.1 $193 - $282
-1 Reduced 5.26%
18 $4,000
Q2 2024

Jul 30, 2024

BUY
$256.41 - $288.82 $769 - $866
3 Added 18.75%
19 $5,000
Q4 2023

Feb 05, 2024

BUY
$209.89 - $239.77 $3,358 - $3,836
16 New
16 $3.64 Million

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 $25.8B
  • 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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