Perigon Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History

Perigon Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$256.41 - $288.82 $6,410 - $7,220	-25 Reduced 2.87%	845 $236,000
Q1 2024 Apr 29, 2024	BUY	$230.75 - $273.77 $200,752 - $238,179	870 New	870 $229,000
Q3 2023 Oct 30, 2023	BUY	$218.49 - $247.52 $198,607 - $224,995	909 New	909 $216,000
Q1 2021 May 17, 2021	SELL	$103.11 - $146.29 $62,897 - $89,236	-610 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$76.15 - $104.25 $46,451 - $63,592	610 New	610 $64,000

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $25.1B
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...

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Perigon Wealth Management, LLC with notifications on news.