A detailed history of Lri Investments, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Lri Investments, LLC holds 1,126 shares of LPLA stock, worth $369,249. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,126
Previous 1,184 4.9%
Holding current value
$369,249
Previous $331 Million 7.11%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 15, 2024

SELL
$193.0 - $282.1 $11,194 - $16,361
-58 Reduced 4.9%
1,126 $354 Million
Q2 2024

Jul 24, 2024

BUY
$256.41 - $288.82 $292,050 - $328,965
1,139 Added 2531.11%
1,184 $331 Million
Q1 2024

May 21, 2024

SELL
$230.75 - $273.77 $265,362 - $314,835
-1,150 Reduced 96.23%
45 $11.9 Million
Q1 2024

May 14, 2024

BUY
$230.75 - $273.77 $275,746 - $327,155
1,195 New
1,195 $320 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 $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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