A detailed history of One Wealth Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, One Wealth Advisors, LLC holds 1,015 shares of LPLA stock, worth $367,227. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,015
Holding current value
$367,227
% of portfolio
0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$229.85 - $335.91 $233,297 - $340,948
1,015 New
1,015 $331,000
Q2 2022

Aug 15, 2022

SELL
$167.48 - $218.52 $278,016 - $362,743
-1,660 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $862 - $1,144
6 Added 0.36%
1,660 $303,000
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $16,028 - $18,377
105 Added 6.78%
1,654 $265,000
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $197,621 - $249,590
1,549 New
1,549 $243,000

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 $28.9B
  • 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
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