A detailed history of Quest Partners LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Quest Partners LLC holds 4,387 shares of LPLA stock, worth $1.44 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,387
Previous 3,014 45.55%
Holding current value
$1.44 Million
Previous $842 Million 21.23%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 07, 2024

BUY
$193.0 - $282.1 $264,989 - $387,323
1,373 Added 45.55%
4,387 $1.02 Billion
Q2 2024

Aug 06, 2024

BUY
$256.41 - $288.82 $772,819 - $870,503
3,014 New
3,014 $842 Million
Q4 2023

Feb 09, 2024

BUY
$209.89 - $239.77 $116,069 - $132,592
553 New
553 $126 Million

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 $26.2B
  • 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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