A detailed history of Heritage Family Offices, LLP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,749 shares of LPLA stock, worth $632,788. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,749
Previous 1,727 1.27%
Holding current value
$632,788
Previous $402 Million 42.15%
% of portfolio
0.29%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

BUY
$229.85 - $335.91 $5,056 - $7,390
22 Added 1.27%
1,749 $571 Million
Q3 2024

Oct 16, 2024

BUY
$193.0 - $282.1 $2,895 - $4,231
15 Added 0.88%
1,727 $402 Million
Q2 2024

Aug 01, 2024

BUY
$256.41 - $288.82 $438,973 - $494,459
1,712 New
1,712 $478 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 $28.9B
  • 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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