A detailed history of Private Trust CO Na transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Private Trust CO Na holds 45 shares of LPLA stock, worth $14,631. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 475 90.53%
Holding current value
$14,631
Previous $132,000 92.42%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$193.0 - $282.1 $82,990 - $121,303
-430 Reduced 90.53%
45 $10,000
Q1 2024

Apr 24, 2024

SELL
$230.75 - $273.77 $230 - $273
-1 Reduced 0.21%
475 $125,000
Q1 2023

Apr 12, 2023

BUY
$192.0 - $255.57 $65,664 - $87,404
342 Added 255.22%
476 $96,000
Q4 2022

Jan 18, 2023

SELL
$206.94 - $269.62 $3,311 - $4,313
-16 Reduced 10.67%
134 $0
Q3 2022

Oct 17, 2022

BUY
$172.53 - $233.2 $6,901 - $9,328
40 Added 36.36%
150 $32,000
Q2 2022

Sep 16, 2022

BUY
$167.48 - $218.52 $18,422 - $24,037
110 New
110 $20,000

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 $25.9B
  • 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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