A detailed history of Legacy Capital Group California, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 2,539 shares of LPLA stock, worth $848,178. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,539
Holding current value
$848,178
% of portfolio
0.29%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

BUY
$308.87 - $383.33 $784,220 - $973,274
2,539 New
2,539 $831 Million

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 $26.6B
  • 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
Track This Portfolio

Track Legacy Capital Group California, Inc. Portfolio

Follow Legacy Capital Group California, 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 Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.