A detailed history of Geo Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Geo Wealth Management, LLC holds 774 shares of LPLA stock, worth $216,178. This represents 0.01% of its overall portfolio holdings.

Number of Shares
774
Holding current value
$216,178
% of portfolio
0.01%

Shares

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

May 15, 2024

SELL
$230.75 - $273.77 $178,600 - $211,897
-774 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $178,600 - $211,897
774 New
774 $204,000

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 $22.3B
  • 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
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