New Edge Wealth, LLC Lpl Financial Holdings Inc. Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 69,669 shares of LPLA stock, worth $23 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
69,669
Previous 19,375 259.58%
Holding current value
$23 Million
Previous $5.41 Million 199.65%
% of portfolio
0.3%
Previous 0.12%

Shares

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

Nov 12, 2024
BUY
$193.0 - $282.1 $9.71 Million - $14.2 Million
50,294 Added 259.58%
69,669 $16.2 Million
Q2 2024

Aug 01, 2024
SELL
$256.41 - $288.82 $9.67 Million - $10.9 Million
-37,716 Reduced 66.06%
19,375 $5.41 Million
Q1 2024

May 06, 2024
BUY
$230.75 - $273.77 $291,668 - $346,045
1,264 Added 2.26%
57,091 $15.1 Million
Q4 2023

Jan 29, 2024
BUY
$209.89 - $239.77 $8.15 Million - $9.31 Million
38,839 Added 228.63%
55,827 $12.7 Million
Q3 2023

Nov 08, 2023
BUY
$218.49 - $247.52 $287,969 - $326,231
1,318 Added 8.41%
16,988 $4.04 Million
Q2 2023

Aug 09, 2023
BUY
$180.95 - $217.9 $87,217 - $105,027
482 Added 3.17%
15,670 $3.41 Million
Q1 2023

May 08, 2023
BUY
$192.0 - $255.57 $52,032 - $69,259
271 Added 1.82%
15,188 $3.07 Million
Q4 2022

Feb 14, 2023
SELL
$206.94 - $269.62 $556,875 - $725,547
-2,691 Reduced 15.28%
14,917 $3.22 Million
Q3 2022

Nov 14, 2022
BUY
$172.53 - $233.2 $189,610 - $256,286
1,099 Added 6.66%
17,608 $3.85 Million
Q2 2022

Aug 09, 2022
BUY
$167.48 - $218.52 $1.09 Million - $1.42 Million
6,509 Added 65.09%
16,509 $3.05 Million
Q1 2022

May 10, 2022
BUY
$143.67 - $190.77 $186,052 - $247,047
1,295 Added 14.88%
10,000 $1.83 Million
Q4 2021

Jan 31, 2022
BUY
$152.65 - $175.02 $47,932 - $54,956
314 Added 3.74%
8,705 $1.39 Million
Q3 2021

Nov 12, 2021
BUY
$127.58 - $161.13 $107,932 - $136,315
846 Added 11.21%
8,391 $1.32 Million
Q2 2021

Aug 11, 2021
BUY
$134.61 - $156.7 $185,627 - $216,089
1,379 Added 22.36%
7,545 $1.02 Million
Q1 2021

May 13, 2021
BUY
$103.11 - $146.29 $635,776 - $902,024
6,166 New
6,166 $877,000

Others Institutions Holding LPLA

# of Institutions
703
Shares Held
68.6M
Call Options Held
647K
Put Options Held
549K
View Full List

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • 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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