A detailed history of Iag Wealth Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 83 shares of LPLA stock, worth $27,340. This represents 0.0% of its overall portfolio holdings.

Number of Shares
83
Previous 90 7.78%
Holding current value
$27,340
Previous $25,000 24.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 29, 2024

SELL
$193.0 - $282.1 $1,351 - $1,974
-7 Reduced 7.78%
83 $19,000
Q2 2024

Jul 16, 2024

BUY
$256.41 - $288.82 $1,794 - $2,021
7 Added 8.43%
90 $25,000
Q4 2019

Feb 11, 2021

BUY
$72.1 - $94.26 $5,984 - $7,823
83 New
83 $8,000

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 $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...
More about LPLA
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