A detailed history of Lifestyle Asset Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 898 shares of LPLA stock, worth $334,172. This represents 0.16% of its overall portfolio holdings.

Number of Shares
898
Holding current value
$334,172
% of portfolio
0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$229.85 - $335.91 $206,405 - $301,647
898 New
898 $293 Million

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 $29.7B
  • 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
Track This Portfolio

Track Lifestyle Asset Management, Inc. Portfolio

Follow Lifestyle Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.