A detailed history of Marks Group Wealth Management, Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 651 shares of LPLA stock, worth $247,406. This represents 0.02% of its overall portfolio holdings.

Number of Shares
651
Holding current value
$247,406
% of portfolio
0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

BUY
$283.31 - $388.96 $184,434 - $253,212
651 New
651 $244,000

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 $30.3B
  • 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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