A detailed history of Koshinski Asset Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 981 shares of LPLA stock, worth $276,642. This represents 0.03% of its overall portfolio holdings.

Number of Shares
981
Holding current value
$276,642
% of portfolio
0.03%

Shares

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

May 08, 2024

BUY
$230.75 - $273.77 $226,365 - $268,568
981 New
981 $259,000
Q3 2022

Oct 20, 2022

BUY
$172.53 - $233.2 $160,280 - $216,642
929 New
929 $203,000
Q2 2022

Jul 12, 2022

SELL
$167.48 - $218.52 $85,749 - $111,882
-512 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$143.67 - $190.77 $11,780 - $15,643
82 Added 19.07%
512 $93.5 Million
Q4 2021

Jan 14, 2022

BUY
$152.65 - $175.02 $1,679 - $1,925
11 Added 2.63%
430 $68.8 Million
Q3 2021

Oct 12, 2021

BUY
$127.58 - $161.13 $53,456 - $67,513
419 New
419 $65,000

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 $22.5B
  • 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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