A detailed history of Mv Capital Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Mv Capital Management, Inc. holds 10 shares of LPLA stock, worth $3,268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Previous 6 66.67%
Holding current value
$3,268
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
$193.0 - $282.1 $772 - $1,128
4 Added 66.67%
10 $2,000
Q2 2024

Aug 01, 2024

BUY
$256.41 - $288.82 $769 - $866
3 Added 100.0%
6 $1,000
Q1 2024

Apr 18, 2024

SELL
$230.75 - $273.77 $923 - $1,095
-4 Reduced 57.14%
3 $0
Q4 2023

Jan 29, 2024

BUY
$209.89 - $239.77 $1,469 - $1,678
7 New
7 $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 $26.1B
  • 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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