A detailed history of Ep Wealth Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 813 shares of LPLA stock, worth $187,689. This represents 0.0% of its overall portfolio holdings.

Number of Shares
813
Holding current value
$187,689
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

BUY
$256.41 - $288.82 $208,461 - $234,810
813 New
813 $227,000
Q2 2022

Aug 11, 2022

BUY
$167.48 - $218.52 $200,473 - $261,568
1,197 New
1,197 $221,000

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 $18.4B
  • 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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