Level Four Advisory Services, LLC Lpl Financial Holdings Inc. Transaction History

Level Four Advisory Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Jun 05, 2023	SELL	$192.0 - $255.57 $162,624 - $216,467	-847 Reduced 34.04%	1,641 $332,000
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $655,792 - $854,425	-3,169 Reduced 56.02%	2,488 $537,000
Q3 2022 Nov 07, 2022	BUY	$172.53 - $233.2 $40,544 - $54,802	235 Added 4.33%	5,657 $1.24 Million
Q2 2022 Aug 08, 2022	BUY	$167.48 - $218.52 $678,294 - $885,006	4,050 Added 295.19%	5,422 $1 Million
Q1 2022 May 10, 2022	BUY	$143.67 - $190.77 $197,115 - $261,736	1,372 New	1,372 $251,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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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