Financial Gravity Asset Management, Inc. Lpl Financial Holdings Inc. Transaction History

Financial Gravity Asset Management, Inc.

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$230.75 - $273.77 $5,538 - $6,570	24 New	24 $6.35 Million
Q2 2023 Aug 08, 2023	BUY	$180.95 - $217.9 $39,266 - $47,284	217 New	217 $7.5 Million
Q4 2022 Feb 15, 2023	BUY	$206.94 - $269.62 $44,699 - $58,237	216 New	216 $7.1 Million
Q2 2022 Aug 05, 2022	SELL	$167.48 - $218.52 $30,648 - $39,989	-183 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$143.67 - $190.77 $3,304 - $4,387	23 Added 14.37%	183 $4,000
Q4 2021 Feb 11, 2022	BUY	$152.65 - $175.02 $24,424 - $28,003	160 New	160 $4,000
Q3 2021 Nov 12, 2021	BUY	$127.58 - $161.13 $0 - $0	0 New	0 $157,000
Q2 2021 Aug 11, 2021	BUY	$134.61 - $156.7 $0 - $0	0 New	0 $135,000
Q1 2021 May 17, 2021	SELL	$103.11 - $146.29 $103 - $146	-1 Closed	0 $67,000
Q4 2020 Feb 16, 2021	BUY	$76.15 - $104.25 $76 - $104	1 New	1 $0
Q2 2020 Aug 13, 2020	SELL	$48.65 - $85.54 $1,021 - $1,796	-21 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$39.02 - $98.86 $429 - $1,087	11 Added 110.0%	21 $1,000
Q4 2019 Feb 28, 2020	BUY	$72.1 - $94.26 $72 - $94	1 Added 11.11%	10 $92,000
Q3 2019 Oct 15, 2019	SELL	$70.66 - $87.4 $565 - $699	-8 Reduced 47.06%	9 $1,000
Q2 2019 Jul 26, 2019	BUY	$70.51 - $84.91 $564 - $679	8 Added 88.89%	17 $1,000
Q1 2019 Apr 19, 2019	SELL	$59.74 - $77.93 $2,748 - $3,584	-46 Reduced 83.64%	9 $1,000
Q3 2018 Oct 31, 2018	BUY	$63.88 - $69.99 $830 - $909	13 Added 30.95%	55 $3,000
Q2 2018 Aug 14, 2018	SELL	$56.49 - $72.22 $1,581 - $2,022	-28 Reduced 40.0%	42 $3,000
Q1 2018 May 23, 2018	BUY	$57.2 - $65.99 $4,004 - $4,619	70 New	70 $4,000

703

68.6M

647K

549K

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...

Get notified when there are updates to the investment portfolio of Financial Gravity Asset Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Gravity Asset Management, Inc. with notifications on news.