Segment Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History

Segment Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$256.41 - $288.82 $2.68 Million - $3.02 Million	10,451 Added 51.28%	30,832 $8.61 Million
Q1 2024 Apr 24, 2024	BUY	$230.75 - $273.77 $1.35 Million - $1.6 Million	5,838 Added 40.14%	20,381 $5.38 Million
Q4 2023 Jan 25, 2024	SELL	$209.89 - $239.77 $3.42 Million - $3.91 Million	-16,294 Reduced 52.84%	14,543 $3.31 Million
Q3 2023 Oct 24, 2023	BUY	$218.49 - $247.52 $169,329 - $191,828	775 Added 2.58%	30,837 $7.33 Million
Q2 2023 Jul 21, 2023	BUY	$180.95 - $217.9 $4,342 - $5,229	24 Added 0.08%	30,062 $6.54 Million
Q1 2023 Apr 19, 2023	BUY	$192.0 - $255.57 $5.77 Million - $7.68 Million	30,038 New	30,038 $6.08 Million

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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...

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