Schubert & CO Lpl Financial Holdings Inc. Transaction History

Schubert & CO

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	SELL	$192.0 - $255.57 $2,112 - $2,811	-11 Reduced 23.91%	35 $7,000
Q4 2022 Jan 31, 2023	SELL	$206.94 - $269.62 $1,241 - $1,617	-6 Reduced 11.54%	46 $9,000
Q3 2022 Oct 21, 2022	BUY	$172.53 - $233.2 $2,415 - $3,264	14 Added 36.84%	52 $11,000
Q2 2022 Aug 01, 2022	BUY	$167.48 - $218.52 $3,182 - $4,151	19 Added 100.0%	38 $7,000
Q1 2022 May 16, 2022	BUY	$143.67 - $190.77 $862 - $1,144	6 Added 46.15%	19 $3,000
Q4 2021 Jan 28, 2022	BUY	$152.65 - $175.02 $1,984 - $2,275	13 New	13 $2,000

880

81M

144K

327K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.8B
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...

Get notified when there are updates to the investment portfolio of Schubert & CO, based on Form 13F filings with the SEC.

Stay updated on Schubert & CO with notifications on news.