A detailed history of Elgethun Capital Management transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Elgethun Capital Management holds 493 shares of LPLA stock, worth $162,394. This represents 0.03% of its overall portfolio holdings.

Number of Shares
493
Previous 958 48.54%
Holding current value
$162,394
Previous $267,000 57.3%
% of portfolio
0.03%
Previous 0.07%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $89,745 - $131,176
-465 Reduced 48.54%
493 $114,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $165,283 - $223,405
958 New
958 $209,000

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
Track This Portfolio

Track Elgethun Capital Management Portfolio

Follow Elgethun Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elgethun Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Elgethun Capital Management with notifications on news.