A detailed history of Mfa Wealth Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 1,148 shares of LPLA stock, worth $378,151. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,148
Previous 1,105 3.89%
Holding current value
$378,151
Previous $308,000 13.31%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 22, 2024

BUY
$193.0 - $282.1 $8,299 - $12,130
43 Added 3.89%
1,148 $267,000
Q2 2024

Jul 22, 2024

SELL
$256.41 - $288.82 $352,563 - $397,127
-1,375 Reduced 55.44%
1,105 $308,000
Q1 2024

Apr 24, 2024

BUY
$230.75 - $273.77 $26,536 - $31,483
115 Added 4.86%
2,480 $655,000
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $13,852 - $15,824
-66 Reduced 2.71%
2,365 $538,000
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $531,149 - $601,721
2,431 New
2,431 $577,000

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 $26.3B
  • 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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