A detailed history of Sawtooth Solutions, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sawtooth Solutions, LLC holds 6,118 shares of LPLA stock, worth $1.98 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,118
Previous 6,227 1.75%
Holding current value
$1.98 Million
Previous $1.48 Million 5.88%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$209.89 - $239.77 $22,878 - $26,134
-109 Reduced 1.75%
6,118 $1.39 Million
Q3 2023

Oct 19, 2023

BUY
$218.49 - $247.52 $376,239 - $426,229
1,722 Added 38.22%
6,227 $1.48 Million
Q2 2023

Jul 26, 2023

SELL
$180.95 - $217.9 $11,399 - $13,727
-63 Reduced 1.38%
4,505 $979,000
Q1 2023

Apr 27, 2023

BUY
$192.0 - $255.57 $148,224 - $197,300
772 Added 20.34%
4,568 $924,000
Q4 2022

Feb 02, 2023

SELL
$206.94 - $269.62 $1,448 - $1,887
-7 Reduced 0.18%
3,796 $820,000
Q3 2022

Oct 12, 2022

BUY
$172.53 - $233.2 $123,531 - $166,971
716 Added 23.19%
3,803 $831,000
Q2 2022

Jul 19, 2022

BUY
$167.48 - $218.52 $88,931 - $116,034
531 Added 20.77%
3,087 $570,000
Q1 2022

May 20, 2022

BUY
$143.67 - $190.77 $367,220 - $487,608
2,556 New
2,556 $467,000
Q3 2019

Nov 07, 2019

SELL
$70.66 - $87.4 $182,161 - $225,317
-2,578 Closed
0 $0
Q2 2019

Aug 08, 2019

BUY
$70.51 - $84.91 $181,774 - $218,897
2,578 New
2,578 $210,000

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 $25.8B
  • 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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