A detailed history of Ica Group Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 359 shares of LPLA stock, worth $99,087. This represents 0.02% of its overall portfolio holdings.

Number of Shares
359
Previous 389 7.71%
Holding current value
$99,087
Previous $88,000 6.82%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 14, 2024

SELL
$230.75 - $273.77 $6,922 - $8,213
-30 Reduced 7.71%
359 $94,000
Q4 2023

Mar 07, 2024

BUY
$209.89 - $239.77 $81,647 - $93,270
389 New
389 $88,000
Q2 2023

Aug 11, 2023

BUY
$180.95 - $217.9 $7,599 - $9,151
42 Added 12.65%
374 $81,000
Q1 2023

May 12, 2023

BUY
$192.0 - $255.57 $1,536 - $2,044
8 Added 2.47%
332 $67,000
Q4 2022

Feb 14, 2023

SELL
$206.94 - $269.62 $300,269 - $391,218
-1,451 Reduced 81.75%
324 $70,000
Q3 2022

Nov 10, 2022

SELL
$172.53 - $233.2 $4,140 - $5,596
-24 Reduced 1.33%
1,775 $388,000
Q2 2022

Oct 03, 2022

BUY
$167.48 - $218.52 $79,887 - $104,234
477 Added 36.08%
1,799 $404,000
Q1 2022

Oct 03, 2022

BUY
$143.67 - $190.77 $189,931 - $252,197
1,322 New
1,322 $263,000

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 $22B
  • 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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