A detailed history of Impact Investors, Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Impact Investors, Inc holds 1,203 shares of LPLA stock, worth $449,212. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,203
Previous 1,205 0.17%
Holding current value
$449,212
Previous $394 Million 14.43%
% of portfolio
0.32%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

SELL
$283.31 - $388.96 $566 - $777
-2 Reduced 0.17%
1,203 $451 Million
Q4 2024

Feb 04, 2025

BUY
$229.85 - $335.91 $276,969 - $404,771
1,205 New
1,205 $393 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 $29.8B
  • 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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