Foster Victor Wealth Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 49,467 shares of LPLA stock, worth $13.9 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
49,467
Previous 44,244 11.8%
Holding current value
$13.9 Million
Previous $10.1 Million 29.78%
% of portfolio
1.19%
Previous 1.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$230.75 - $273.77 $1.21 Million - $1.43 Million
5,223 Added 11.8%
49,467 $13.1 Million
Q4 2023

Jan 19, 2024
BUY
$209.89 - $239.77 $384,728 - $439,498
1,833 Added 4.32%
44,244 $10.1 Million
Q3 2023

Oct 13, 2023
SELL
$218.49 - $247.52 $47,193 - $53,464
-216 Reduced 0.51%
42,411 $10.1 Million
Q2 2023

Jul 14, 2023
BUY
$180.95 - $217.9 $1.04 Million - $1.25 Million
5,721 Added 15.5%
42,627 $9.27 Million
Q1 2023

Apr 20, 2023
BUY
$192.0 - $255.57 $647,040 - $861,270
3,370 Added 10.05%
36,906 $7.47 Million
Q4 2022

Jan 27, 2023
BUY
$206.94 - $269.62 $142,995 - $186,307
691 Added 2.1%
33,536 $0
Q3 2022

Oct 24, 2022
SELL
$172.53 - $233.2 $487,052 - $658,323
-2,823 Reduced 7.91%
32,845 $8.09 Million
Q2 2022

Jul 19, 2022
SELL
$167.48 - $218.52 $538,113 - $702,104
-3,213 Reduced 8.26%
35,668 $6.3 Million
Q1 2022

Apr 14, 2022
BUY
$143.67 - $190.77 $336,906 - $447,355
2,345 Added 6.42%
38,881 $7.17 Million
Q4 2021

Jan 19, 2022
BUY
$152.65 - $175.02 $744,168 - $853,222
4,875 Added 15.4%
36,536 $6.54 Million
Q3 2021

Oct 08, 2021
BUY
$127.58 - $161.13 $653,082 - $824,824
5,119 Added 19.29%
31,661 $4.96 Million
Q2 2021

Jul 29, 2021
BUY
$134.61 - $156.7 $808,198 - $940,826
6,004 Added 29.23%
26,542 $3.58 Million
Q1 2021

Apr 23, 2021
BUY
$103.11 - $146.29 $473,893 - $672,348
4,596 Added 28.83%
20,538 $3 Million
Q4 2020

Feb 08, 2021
BUY
$76.15 - $104.25 $463,296 - $634,257
6,084 Added 61.72%
15,942 $1.66 Million
Q3 2020

Oct 26, 2020
BUY
$74.14 - $85.09 $392,052 - $449,955
5,288 Added 115.71%
9,858 $756,000
Q2 2020

Aug 03, 2020
BUY
$48.65 - $85.54 $222,330 - $390,917
4,570 New
4,570 $358,000

Others Institutions Holding LPLA

# of Institutions
676
Shares Held
68.4M
Call Options Held
346K
Put Options Held
88.9K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $22.5B
  • 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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