A detailed history of Sfg Wealth Management, Llc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 1,339 shares of LPLA stock, worth $435,335. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,339
Previous 1,339 -0.0%
Holding current value
$435,335
Previous $373,000 16.62%
% of portfolio
0.17%
Previous 0.22%

Shares

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

Jul 19, 2024

BUY
$256.41 - $288.82 $256 - $288
1 Added 0.07%
1,339 $373,000
Q4 2023

Jan 19, 2024

BUY
$209.89 - $239.77 $5,457 - $6,234
26 Added 1.98%
1,338 $304,000
Q2 2023

Jul 14, 2023

BUY
$180.95 - $217.9 $237,406 - $285,884
1,312 New
1,312 $285,000

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 $25.9B
  • 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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