A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 1,539 shares of LPLA stock, worth $483,276. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,539
Previous 1,537 0.13%
Holding current value
$483,276
Previous $429,000 16.55%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Nov 04, 2024

BUY
$193.0 - $282.1 $386 - $564
2 Added 0.13%
1,539 $358,000
Q2 2024

Jul 31, 2024

BUY
$256.41 - $288.82 $256 - $288
1 Added 0.07%
1,537 $429,000
Q1 2024

May 03, 2024

BUY
$230.75 - $273.77 $461 - $547
2 Added 0.13%
1,536 $405,000
Q4 2023

Feb 05, 2024

BUY
$209.89 - $239.77 $419 - $479
2 Added 0.13%
1,534 $349,000
Q3 2021

Nov 15, 2021

BUY
$127.58 - $161.13 $195,452 - $246,851
1,532 New
1,532 $240,000

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 $25B
  • 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 Riverpoint Wealth Management Holdings, LLC Portfolio

Follow Riverpoint Wealth Management Holdings, LLC 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 Riverpoint Wealth Management Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.