Liberty Wealth Management LLC Lpl Financial Holdings Inc. Transaction History

Liberty Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$152.65 - $175.02 $27,019 - $30,978	-177 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$127.58 - $161.13 $20,157 - $25,458	158 Added 831.58%	177 $29,000
Q2 2021 Aug 13, 2021	SELL	$134.61 - $156.7 $343,524 - $399,898	-2,552 Reduced 99.26%	19 $3,000
Q2 2021 Aug 13, 2021	BUY	$134.61 - $156.7 $346,082 - $402,875	2,571 New	2,571 $19,000

785

70M

355K

486K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.5B
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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