A detailed history of Family Wealth Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Family Wealth Partners, LLC holds 147,896 shares of LPLA stock, worth $47.8 Million. This represents 17.6% of its overall portfolio holdings.

Number of Shares
147,896
Previous 147,288 0.41%
Holding current value
$47.8 Million
Previous $41.1 Billion 16.37%
% of portfolio
17.6%
Previous 21.35%

Shares

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

Oct 09, 2024

BUY
$193.0 - $282.1 $117,344 - $171,516
608 Added 0.41%
147,896 $34.4 Billion
Q2 2024

Jul 10, 2024

BUY
$256.41 - $288.82 $89,230 - $100,509
348 Added 0.24%
147,288 $41.1 Billion
Q1 2024

Apr 16, 2024

BUY
$230.75 - $273.77 $17.6 Million - $20.9 Million
76,426 Added 108.38%
146,940 $38.8 Billion
Q4 2023

Mar 20, 2024

BUY
$209.89 - $239.77 $14.8 Million - $16.9 Million
70,514 New
70,514 $16.1 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 $25.8B
  • 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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