A detailed history of Lido Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Lido Advisors, LLC holds 1,520 shares of LPLA stock, worth $498,453. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,520
Previous 1,597 4.82%
Holding current value
$498,453
Previous $446,000 20.85%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$193.0 - $282.1 $14,861 - $21,721
-77 Reduced 4.82%
1,520 $353,000
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $15,641 - $17,618
61 Added 3.97%
1,597 $446,000
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $6,691 - $7,939
29 Added 1.92%
1,536 $405,000
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $74,720 - $85,358
-356 Reduced 19.11%
1,507 $343,000
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $13,983 - $15,841
64 Added 3.56%
1,863 $442,000
Q2 2023

Aug 09, 2023

BUY
$180.95 - $217.9 $361 - $435
2 Added 0.11%
1,799 $391,000
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $18,240 - $24,279
95 Added 5.58%
1,797 $363,000
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $1,655 - $2,156
8 Added 0.47%
1,702 $367,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $56,417 - $76,256
327 Added 23.92%
1,694 $370,000
Q2 2022

Aug 15, 2022

BUY
$167.48 - $218.52 $228,945 - $298,716
1,367 New
1,367 $252,000

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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