A detailed history of Global Retirement Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 240 shares of LPLA stock, worth $55,855. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 276 13.04%
Holding current value
$55,855
Previous $72,000 6.94%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$256.41 - $288.82 $9,230 - $10,397
-36 Reduced 13.04%
240 $67,000
Q1 2024

Apr 23, 2024

SELL
$230.75 - $273.77 $10,153 - $12,045
-44 Reduced 13.75%
276 $72,000
Q4 2023

Jan 18, 2024

SELL
$209.89 - $239.77 $29,804 - $34,047
-142 Reduced 30.74%
320 $72,000
Q3 2023

Oct 13, 2023

BUY
$218.49 - $247.52 $2,621 - $2,970
12 Added 2.67%
462 $109,000
Q2 2023

Jul 20, 2023

SELL
$180.95 - $217.9 $37,818 - $45,541
-209 Reduced 31.71%
450 $97,000
Q1 2023

May 05, 2023

BUY
$192.0 - $255.57 $20,928 - $27,857
109 Added 19.82%
659 $133,000
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $27,729 - $36,129
-134 Reduced 19.59%
550 $118,000
Q3 2022

Nov 03, 2022

SELL
$172.53 - $233.2 $12,939 - $17,490
-75 Reduced 9.88%
684 $175,000
Q1 2022

Jul 14, 2022

BUY
$143.67 - $190.77 $109,045 - $144,794
759 New
759 $140,000
Q4 2021

Jan 21, 2022

SELL
$152.65 - $175.02 $59,380 - $68,082
-389 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$127.58 - $161.13 $13,140 - $16,596
103 Added 36.01%
389 $61,000
Q2 2021

Jul 15, 2021

BUY
$134.61 - $156.7 $673 - $783
5 Added 1.78%
286 $39,000
Q1 2021

Apr 14, 2021

BUY
$103.11 - $146.29 $412 - $585
4 Added 1.44%
281 $40,000
Q4 2020

Jan 13, 2021

BUY
$76.15 - $104.25 $3,426 - $4,691
45 Added 19.4%
277 $29,000
Q3 2020

Oct 09, 2020

BUY
$74.14 - $85.09 $4,151 - $4,765
56 Added 31.82%
232 $18,000
Q2 2020

Jul 13, 2020

BUY
$48.65 - $85.54 $1,070 - $1,881
22 Added 14.29%
176 $14,000
Q3 2019

Nov 19, 2019

BUY
$70.66 - $87.4 $10,387 - $12,847
147 Added 2100.0%
154 $13,000
Q2 2019

Nov 19, 2019

BUY
$70.51 - $84.91 $493 - $594
7 New
7 $1,000

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 $18.6B
  • 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
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.