One Wealth Advisors, LLC Lpl Financial Holdings Inc. Transaction History

One Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.7B
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...

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