A detailed history of Fin Trust Capital Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 2,000 shares of LPLA stock, worth $658,800. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,000
Holding current value
$658,800
% of portfolio
0.08%

Shares

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

Oct 11, 2024

BUY
$193.0 - $282.1 $386,000 - $564,200
2,000 New
2,000 $465,000
Q3 2023

Oct 24, 2023

SELL
$218.49 - $247.52 $4,369 - $4,950
-20 Reduced 39.22%
31 $7,000
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $1,034 - $1,348
-5 Reduced 8.93%
51 $11,000
Q3 2022

Oct 20, 2022

BUY
$172.53 - $233.2 $3,968 - $5,363
23 Added 69.7%
56 $14,000
Q2 2022

Jul 26, 2022

BUY
$167.48 - $218.52 $5,526 - $7,211
33 New
33 $6,000

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 $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 Fin Trust Capital Advisors, LLC Portfolio

Follow Fin Trust Capital 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 Fin Trust Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fin Trust Capital Advisors, LLC with notifications on news.