Ellevest, Inc. Lpl Financial Holdings Inc. Transaction History

Ellevest, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$192.0 - $255.57 $6,144 - $8,178	32 Added 10.39%	340 $68,000
Q4 2022 Feb 03, 2023	BUY	$206.94 - $269.62 $17,589 - $22,917	85 Added 38.12%	308 $66,000
Q3 2022 Nov 02, 2022	SELL	$172.53 - $233.2 $35,023 - $47,339	-203 Reduced 47.65%	223 $49,000
Q2 2022 Jul 18, 2022	BUY	$167.48 - $218.52 $69,001 - $90,030	412 Added 2942.86%	426 $79,000
Q1 2022 Apr 19, 2022	SELL	$143.67 - $190.77 $12,068 - $16,024	-84 Reduced 85.71%	14 $3,000
Q4 2021 Jan 24, 2022	BUY	$152.65 - $175.02 $12,212 - $14,001	80 Added 444.44%	98 $16,000
Q3 2021 Oct 19, 2021	SELL	$127.58 - $161.13 $127 - $161	-1 Reduced 5.26%	18 $3,000
Q2 2021 Jul 13, 2021	SELL	$134.61 - $156.7 $3,634 - $4,230	-27 Reduced 58.7%	19 $3,000
Q1 2021 May 03, 2021	BUY	$103.11 - $146.29 $4,124 - $5,851	40 Added 666.67%	46 $7,000
Q2 2020 Jul 06, 2020	SELL	$48.65 - $85.54 $243 - $427	-5 Reduced 45.45%	6 $0
Q4 2019 Feb 05, 2020	BUY	$72.1 - $94.26 $793 - $1,036	11 New	11 $1,000

703

68.6M

647K

549K

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...

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

Stay updated on Ellevest, Inc. with notifications on news.