A detailed history of Garrett Investment Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 7,972 shares of LPLA stock, worth $2.5 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,972
Previous 7,105 12.2%
Holding current value
$2.5 Million
Previous $1.98 Million 6.5%
% of portfolio
0.2%
Previous 0.25%

Shares

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

Oct 17, 2024

BUY
$193.0 - $282.1 $167,331 - $244,580
867 Added 12.2%
7,972 $1.86 Million
Q2 2024

Jul 10, 2024

BUY
$256.41 - $288.82 $77,179 - $86,934
301 Added 4.42%
7,105 $1.98 Million
Q1 2024

Apr 12, 2024

BUY
$230.75 - $273.77 $190,138 - $225,586
824 Added 13.78%
6,804 $1.8 Million
Q4 2023

Jan 05, 2024

BUY
$209.89 - $239.77 $1.26 Million - $1.43 Million
5,980 New
5,980 $1.36 Million

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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