A detailed history of Magnolia Capital Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 1,212 shares of LPLA stock, worth $282,068. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,212
Previous 1,136 6.69%
Holding current value
$282,068
Previous $300,000 12.67%
% of portfolio
0.01%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$256.41 - $288.82 $19,487 - $21,950
76 Added 6.69%
1,212 $338,000
Q1 2024

May 02, 2024

BUY
$230.75 - $273.77 $262,132 - $311,002
1,136 New
1,136 $300,000

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 $18.6B
  • 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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