A detailed history of J.Safra Asset Management Corp transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, J.Safra Asset Management Corp holds 373 shares of LPLA stock, worth $124,928. This represents 0.01% of its overall portfolio holdings.

Number of Shares
373
Previous 222 68.02%
Holding current value
$124,928
Previous $62,000 38.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $29,143 - $42,597
151 Added 68.02%
373 $86,000
Q2 2024

Jul 17, 2024

BUY
$256.41 - $288.82 $48,974 - $55,164
191 Added 616.13%
222 $62,000
Q1 2024

May 09, 2024

BUY
$230.75 - $273.77 $7,153 - $8,486
31 New
31 $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 $26.7B
  • 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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