A detailed history of Diversified Trust CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Diversified Trust CO holds 6,212 shares of LPLA stock, worth $2.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,212
Holding current value
$2.05 Million
% of portfolio
0.04%

Shares

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

Oct 07, 2024

BUY
$193.0 - $282.1 $1.2 Million - $1.75 Million
6,212 New
6,212 $1.45 Million
Q3 2023

Nov 17, 2023

BUY
$218.49 - $247.52 $202,103 - $228,956
925 New
925 $219,000

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 $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...
More about LPLA
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