A detailed history of Monument Capital Management transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Monument Capital Management holds 9,409 shares of LPLA stock, worth $1.99 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
9,409
Previous 9,154 2.79%
Holding current value
$1.99 Million
Previous $2.42 Million 8.64%
% of portfolio
0.79%
Previous 0.71%

Shares

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

Jul 19, 2024

BUY
$256.41 - $288.82 $65,384 - $73,649
255 Added 2.79%
9,409 $2.63 Million
Q1 2024

Apr 18, 2024

BUY
$230.75 - $273.77 $135,911 - $161,250
589 Added 6.88%
9,154 $2.42 Million
Q4 2023

Feb 01, 2024

BUY
$209.89 - $239.77 $1.8 Million - $2.05 Million
8,565 New
8,565 $1.95 Million
Q4 2018

Jan 15, 2019

SELL
$53.2 - $65.69 $957 - $1,182
-18 Closed
0 $0
Q3 2018

Oct 11, 2018

BUY
$63.88 - $69.99 $1,149 - $1,259
18 New
18 $1,000

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 $16.9B
  • 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 Monument Capital Management Portfolio

Follow Monument Capital Management 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 Monument Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Monument Capital Management with notifications on news.