A detailed history of Retirement Capital Strategies transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Retirement Capital Strategies holds 10,041 shares of LPLA stock, worth $3.16 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
10,041
Previous 10,041 -0.0%
Holding current value
$3.16 Million
Previous $2.8 Million 16.69%
% of portfolio
0.92%
Previous 1.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$256.41 - $288.82 $17,948 - $20,217
-70 Reduced 0.69%
10,041 $2.8 Million
Q4 2022

Feb 07, 2023

BUY
$206.94 - $269.62 $14,485 - $18,873
70 Added 0.7%
10,111 $2.19 Million
Q3 2017

Nov 14, 2017

BUY
$45.09 - $51.58 $452,748 - $517,914
10,041
10,041 $534,000

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 $25.1B
  • 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...
More about LPLA
Track This Portfolio

Track Retirement Capital Strategies Portfolio

Follow Retirement Capital Strategies and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.