A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 181 shares of LPLA stock, worth $59,621. This represents 0.02% of its overall portfolio holdings.

Number of Shares
181
Previous 181 -0.0%
Holding current value
$59,621
Previous $50,000 16.0%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 15, 2021

BUY
$134.61 - $156.7 $1,884 - $2,193
14 Added 8.38%
181 $24,000
Q1 2021

Apr 22, 2021

BUY
$103.11 - $146.29 $17,219 - $24,430
167 New
167 $24,000

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 $26.3B
  • 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...
More about LPLA
Track This Portfolio

Track Jackson, Grant Investment Advisers, Inc. Portfolio

Follow Jackson, Grant Investment Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson, Grant Investment Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jackson, Grant Investment Advisers, Inc. with notifications on news.