Kwb Wealth Lpl Financial Holdings Inc. Transaction History

Kwb Wealth

$785 Million
Q1 2025

A detailed history of Kwb Wealth transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Kwb Wealth holds 28,438 shares of LPLA stock, worth $10.6 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

28,438

Previous 28,294 0.51%

Holding current value

$10.6 Million

Previous $9.24 Million 0.7%

% of portfolio

1.19%

Previous 1.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$308.87 - $383.33 $44,477 - $55,199	144 Added 0.51%	28,438 $9.3 Million
Q4 2024 Jan 13, 2025	SELL	$229.85 - $335.91 $38,844 - $56,768	-169 Reduced 0.59%	28,294 $9.24 Million
Q3 2024 Oct 07, 2024	BUY	$193.0 - $282.1 $772 - $1,128	4 Added 0.01%	28,463 $6.62 Million
Q1 2024 Apr 19, 2024	BUY	$230.75 - $273.77 $1,153 - $1,368	5 Added 0.02%	28,459 $7.52 Million
Q4 2023 Jan 10, 2024	BUY	$209.89 - $239.77 $97,808 - $111,732	466 Added 1.66%	28,454 $6.48 Million
Q2 2023 Jul 24, 2023	BUY	$180.95 - $217.9 $2,352 - $2,832	13 Added 0.05%	27,988 $6.09 Million
Q1 2023 Apr 07, 2023	BUY	$192.0 - $255.57 $5.37 Million - $7.15 Million	27,975 New	27,975 $5.66 Million
Q3 2022 Nov 10, 2022	BUY	$172.53 - $233.2 $45,375 - $61,331	263 Added 0.93%	28,461 $6.22 Million
Q2 2022 Aug 10, 2022	SELL	$167.48 - $218.52 $89,601 - $116,908	-535 Reduced 1.86%	28,198 $5.2 Million
Q4 2021 Feb 02, 2022	SELL	$152.65 - $175.02 $47,932 - $54,956	-314 Reduced 1.08%	28,733 $4.6 Million
Q3 2021 Nov 12, 2021	BUY	$127.58 - $161.13 $211,527 - $267,153	1,658 Added 6.05%	29,047 $4.55 Million
Q1 2021 May 10, 2021	BUY	$103.11 - $146.29 $20,312 - $28,819	197 Added 0.72%	27,389 $3.89 Million
Q4 2020 Feb 10, 2021	BUY	$76.15 - $104.25 $2.07 Million - $2.83 Million	27,192 New	27,192 $2.83 Million

Others Institutions Holding LPLA

# of Institutions

864

Shares Held

76.1M

Call Options Held

240K

Put Options Held

375K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.8B
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...

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