Future Fund LLC Lpl Financial Holdings Inc. Transaction History

Future Fund LLC

$34 Million
Q3 2024

A detailed history of Future Fund LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Future Fund LLC holds 5,190 shares of LPLA stock, worth $1.71 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

5,190

Previous 4,292 20.92%

Holding current value

$1.71 Million

Previous $1.2 Million 0.75%

% of portfolio

3.55%

Previous 3.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$193.0 - $282.1 $173,314 - $253,325	898 Added 20.92%	5,190 $1.21 Million
Q2 2024 Aug 14, 2024	BUY	$256.41 - $288.82 $743,589 - $837,578	2,900 Added 208.33%	4,292 $1.2 Million
Q1 2024 May 15, 2024	BUY	$230.75 - $273.77 $31,843 - $37,780	138 Added 11.0%	1,392 $367,000
Q4 2023 Feb 14, 2024	SELL	$209.89 - $239.77 $41,978 - $47,954	-200 Reduced 13.76%	1,254 $285,000
Q3 2023 Nov 13, 2023	SELL	$218.49 - $247.52 $33,865 - $38,365	-155 Reduced 9.63%	1,454 $345,000
Q2 2023 Aug 14, 2023	BUY	$180.95 - $217.9 $53,380 - $64,280	295 Added 22.45%	1,609 $349,000
Q1 2023 May 15, 2023	SELL	$192.0 - $255.57 $25,920 - $34,501	-135 Reduced 9.32%	1,314 $265,000
Q4 2022 Feb 10, 2023	BUY	$206.94 - $269.62 $10,553 - $13,750	51 Added 3.65%	1,449 $313,000
Q3 2022 Nov 17, 2022	SELL	$172.53 - $233.2 $8,971 - $12,126	-52 Reduced 3.59%	1,398 $305,000
Q2 2022 Aug 15, 2022	SELL	$167.48 - $218.52 $17,082 - $22,289	-102 Reduced 6.57%	1,450 $267,000
Q1 2022 May 17, 2022	SELL	$143.67 - $190.77 $108,901 - $144,603	-758 Reduced 32.81%	1,552 $284,000
Q4 2021 Feb 18, 2022	BUY	$152.65 - $175.02 $352,621 - $404,296	2,310 New	2,310 $370,000

Others Institutions Holding LPLA

# of Institutions

703

Shares Held

68.6M

Call Options Held

647K

Put Options Held

549K

View Full List

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...

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