A detailed history of Janiczek Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 160 shares of LPLA stock, worth $37,236. This represents 0.01% of its overall portfolio holdings.

Number of Shares
160
Previous 223 28.25%
Holding current value
$37,236
Previous $58,000 24.14%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$256.41 - $288.82 $16,153 - $18,195
-63 Reduced 28.25%
160 $44,000
Q1 2024

Apr 15, 2024

BUY
$230.75 - $273.77 $2,769 - $3,285
12 Added 5.69%
223 $58,000
Q4 2023

Jan 26, 2024

SELL
$209.89 - $239.77 $5,247 - $5,994
-25 Reduced 10.59%
211 $48,000
Q3 2023

Oct 13, 2023

BUY
$218.49 - $247.52 $21,849 - $24,752
100 Added 73.53%
236 $56,000
Q2 2023

Jul 11, 2023

BUY
$180.95 - $217.9 $17,914 - $21,572
99 Added 267.57%
136 $29,000
Q1 2023

Apr 21, 2023

BUY
$192.0 - $255.57 $6,912 - $9,200
36 Added 3600.0%
37 $7,000
Q4 2022

Jan 20, 2023

BUY
$206.94 - $269.62 $206 - $269
1 New
1 $0

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 $18.6B
  • 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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