A detailed history of Everpar Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Everpar Advisors LLC holds 2,429 shares of LPLA stock, worth $800,112. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,429
Previous 2,736 11.22%
Holding current value
$800,112
Previous $764 Million 26.06%
% of portfolio
0.29%
Previous 0.38%

Shares

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

Oct 07, 2024

SELL
$193.0 - $282.1 $59,251 - $86,604
-307 Reduced 11.22%
2,429 $565 Million
Q2 2024

Jul 18, 2024

BUY
$256.41 - $288.82 $35,897 - $40,434
140 Added 5.39%
2,736 $764 Million
Q1 2024

Apr 22, 2024

SELL
$230.75 - $273.77 $476,268 - $565,061
-2,064 Reduced 44.29%
2,596 $686 Million
Q4 2023

Feb 06, 2024

BUY
$209.89 - $239.77 $978,087 - $1.12 Million
4,660 New
4,660 $1.06 Billion

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 Everpar Advisors LLC Portfolio

Follow Everpar Advisors LLC 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 Everpar Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Everpar Advisors LLC with notifications on news.