Sheets Smith Wealth Management Lpl Financial Holdings Inc. Transaction History

Sheets Smith Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 28, 2019	SELL	$70.66 - $87.4 $670,280 - $829,076	-9,486 Closed	0 $0
Q2 2019 Jul 12, 2019	SELL	$70.51 - $84.91 $9,095 - $10,953	-129 Reduced 1.34%	9,486 $774,000
Q1 2019 May 13, 2019	BUY	$59.74 - $77.93 $574,400 - $749,296	9,615 New	9,615 $670,000
Q4 2018 Jan 11, 2019	SELL	$53.2 - $65.69 $402,830 - $497,404	-7,572 Closed	0 $0
Q3 2018 Oct 15, 2018	BUY	$63.88 - $69.99 $5,749 - $6,299	90 Added 1.2%	7,572 $488,000
Q2 2018 Jul 26, 2018	BUY	$56.49 - $72.22 $10,733 - $13,721	190 Added 2.61%	7,482 $490,000
Q1 2018 Apr 09, 2018	BUY	$57.2 - $65.99 $417,102 - $481,199	7,292 New	7,292 $445,000

733

69.2M

647K

558K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.6B
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...

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