A detailed history of Fiduciary Trust CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Fiduciary Trust CO holds 1,733 shares of LPLA stock, worth $558,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,733
Previous 2,026 14.46%
Holding current value
$558,129
Previous $565,000 28.67%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $56,549 - $82,655
-293 Reduced 14.46%
1,733 $403,000
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $150,769 - $169,826
588 Added 40.89%
2,026 $565,000
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $331,818 - $393,681
1,438 New
1,438 $379,000

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 $25.7B
  • 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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