A detailed history of Raleigh Capital Management Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Raleigh Capital Management Inc. holds 16 shares of LPLA stock, worth $5,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 18 11.11%
Holding current value
$5,270
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2024

SELL
$193.0 - $282.1 $386 - $564
-2 Reduced 11.11%
16 $3,000
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $2,999 - $3,559
13 Added 260.0%
18 $4,000
Q4 2023

Feb 21, 2024

SELL
$209.89 - $239.77 $9,025 - $10,310
-43 Reduced 89.58%
5 $1,000
Q3 2023

Dec 06, 2023

BUY
$218.49 - $247.52 $10,487 - $11,880
48 New
48 $11,000

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 $26.3B
  • 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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