A detailed history of First Capital Advisors Group, Llc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, First Capital Advisors Group, Llc. holds 226 shares of LPLA stock, worth $70,968. This represents 0.03% of its overall portfolio holdings.

Number of Shares
226
Holding current value
$70,968
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 15, 2023

BUY
$180.95 - $217.9 $40,894 - $49,245
226 New
226 $49,000
Q2 2018

Jul 30, 2018

SELL
$56.49 - $72.22 $49,654 - $63,481
-879 Closed
0 $0
Q1 2018

Apr 11, 2018

BUY
$57.2 - $65.99 $50,278 - $58,005
879 New
879 $54,000

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 $25B
  • 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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