A detailed history of Ronald Blue Trust, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 485 shares of LPLA stock, worth $112,874. This represents 0.0% of its overall portfolio holdings.

Number of Shares
485
Previous 127 281.89%
Holding current value
$112,874
Previous $33,000 309.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 18, 2024

BUY
$256.41 - $288.82 $91,794 - $103,397
358 Added 281.89%
485 $135,000
Q1 2024

May 01, 2024

SELL
$230.75 - $273.77 $3,922 - $4,654
-17 Reduced 11.81%
127 $33,000
Q4 2023

Jan 18, 2024

SELL
$209.89 - $239.77 $629 - $719
-3 Reduced 2.04%
144 $34,000
Q3 2023

Oct 11, 2023

BUY
$218.49 - $247.52 $3,714 - $4,207
17 Added 13.08%
147 $32,000
Q2 2023

Jul 14, 2023

SELL
$180.95 - $217.9 $5,971 - $7,190
-33 Reduced 20.25%
130 $26,000
Q1 2023

Apr 17, 2023

SELL
$192.0 - $255.57 $3,264 - $4,344
-17 Reduced 9.44%
163 $36,000
Q4 2022

Jan 17, 2023

BUY
$206.94 - $269.62 $33,731 - $43,948
163 Added 958.82%
180 $39,000
Q3 2022

Oct 21, 2022

BUY
$172.53 - $233.2 $690 - $932
4 Added 30.77%
17 $3,000
Q2 2022

Aug 09, 2022

BUY
$167.48 - $218.52 $2,177 - $2,840
13 New
13 $2,000

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 $18.6B
  • 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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