A detailed history of Dynasty Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,882 shares of LPLA stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,882
Previous 1,579 145.85%
Holding current value
$1.27 Million
Previous $441 Million 104.81%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$193.0 - $282.1 $444,479 - $649,676
2,303 Added 145.85%
3,882 $903 Million
Q2 2024

Aug 12, 2024

BUY
$256.41 - $288.82 $194,102 - $218,636
757 Added 92.09%
1,579 $441 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $189,676 - $225,038
822 New
822 $217 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 $26.1B
  • 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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