A detailed history of Legacy Wealth Planning, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 1,901 shares of LPLA stock, worth $623,394. This represents 0.69% of its overall portfolio holdings.

Number of Shares
1,901
Previous 1,881 1.06%
Holding current value
$623,394
Previous $347,000 19.6%
% of portfolio
0.69%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

BUY
$172.53 - $233.2 $3,450 - $4,664
20 Added 1.06%
1,901 $415,000
Q1 2022

May 10, 2022

BUY
$143.67 - $190.77 $35,917 - $47,692
250 Added 15.33%
1,881 $344,000
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $30,530 - $35,004
200 Added 13.98%
1,631 $261,000
Q3 2021

Nov 12, 2021

BUY
$127.58 - $161.13 $182,566 - $230,577
1,431 New
1,431 $224,000

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 $26.2B
  • 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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