Ica Group Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History

Ica Group Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

703

68.6M

647K

549K

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...

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