A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 12,409 shares of LPLA stock, worth $4.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,409
Previous 14,510 14.48%
Holding current value
$4.09 Million
Previous $4.05 Million 28.75%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 31, 2024

SELL
$193.0 - $282.1 $405,493 - $592,692
-2,101 Reduced 14.48%
12,409 $2.89 Million
Q2 2024

Jul 16, 2024

SELL
$256.41 - $288.82 $241,538 - $272,068
-942 Reduced 6.1%
14,510 $4.05 Million
Q1 2024

May 06, 2024

SELL
$230.75 - $273.77 $38,535 - $45,719
-167 Reduced 1.07%
15,452 $4.08 Million
Q4 2023

Feb 07, 2024

SELL
$209.89 - $239.77 $777,432 - $888,108
-3,704 Reduced 19.17%
15,619 $3.56 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $4.22 Million - $4.78 Million
19,323 New
19,323 $4.59 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 $26.3B
  • 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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