A detailed history of Legacy Financial Group LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Legacy Financial Group LLC holds 1,366 shares of LPLA stock, worth $377,029. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,366
Holding current value
$377,029
% of portfolio
0.07%

Shares

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

Apr 10, 2024

BUY
$230.75 - $273.77 $315,204 - $373,969
1,366 New
1,366 $361 Million
Q3 2023

Oct 24, 2023

BUY
$218.49 - $247.52 $298,457 - $338,112
1,366 New
1,366 $324,000

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 $22B
  • 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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