A detailed history of Integrated Investment Consultants, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Integrated Investment Consultants, LLC holds 6,146 shares of LPLA stock, worth $1.3 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
6,146
Previous 6,146 -0.0%
Holding current value
$1.3 Million
Previous $1.62 Million 5.73%
% of portfolio
0.5%
Previous 0.48%

Shares

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

Apr 18, 2024

BUY
$230.75 - $273.77 $111,913 - $132,778
485 Added 8.57%
6,146 $1.62 Million
Q4 2023

May 28, 2024

BUY
$209.89 - $239.77 $251,658 - $287,484
1,199 Added 26.87%
5,661 $1.29 Million
Q4 2023

Jan 23, 2024

BUY
$209.89 - $239.77 $251,658 - $287,484
1,199 Added 26.87%
5,661 $1.29 Million
Q3 2023

May 28, 2024

SELL
$218.49 - $247.52 $367,937 - $416,823
-1,684 Reduced 27.4%
4,462 $1.06 Million
Q3 2023

Oct 17, 2023

BUY
$218.49 - $247.52 $366,626 - $415,338
1,678 Added 60.27%
4,462 $1.06 Million
Q2 2023

Jul 18, 2023

BUY
$180.95 - $217.9 $69,303 - $83,455
383 Added 15.95%
2,784 $605,000
Q1 2023

Jul 18, 2023

SELL
$192.0 - $255.57 $17,472 - $23,256
-91 Reduced 3.27%
2,693 $545,000
Q4 2022

Feb 13, 2023

SELL
$206.94 - $269.62 $38,697 - $50,418
-187 Reduced 7.23%
2,401 $519,000
Q3 2022

Nov 21, 2022

BUY
$172.53 - $233.2 $96,271 - $130,125
558 Added 27.49%
2,588 $565,000
Q2 2022

Jul 19, 2022

SELL
$167.48 - $218.52 $150,732 - $196,668
-900 Reduced 30.72%
2,030 $374,000
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $27,297 - $36,246
190 Added 6.93%
2,930 $535,000
Q2 2021

Jul 21, 2021

BUY
$134.61 - $156.7 $110,110 - $128,180
818 Added 42.56%
2,740 $370,000
Q4 2020

Feb 09, 2021

BUY
$76.15 - $104.25 $16,905 - $23,143
222 Added 13.06%
1,922 $200,000
Q2 2018

Aug 01, 2018

SELL
$56.49 - $72.22 $19,771 - $25,277
-350 Reduced 17.07%
1,700 $111,000
Q1 2018

Apr 12, 2018

SELL
$57.2 - $65.99 $51,480 - $59,390
-900 Reduced 30.51%
2,050 $125,000
Q3 2017

Oct 26, 2017

BUY
$45.09 - $51.58 $133,015 - $152,161
2,950
2,950 $152,000

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 $16.9B
  • 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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