A detailed history of Simplicity Wealth,Llc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Simplicity Wealth,Llc holds 1,444 shares of LPLA stock, worth $475,653. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,444
Previous 6,653 78.3%
Holding current value
$475,653
Previous $1.86 Million 81.92%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$193.0 - $282.1 $1.01 Million - $1.47 Million
-5,209 Reduced 78.3%
1,444 $336,000
Q2 2024

Jul 10, 2024

BUY
$256.41 - $288.82 $27,948 - $31,481
109 Added 1.67%
6,653 $1.86 Million
Q1 2024

Apr 24, 2024

BUY
$230.75 - $273.77 $1.51 Million - $1.79 Million
6,544 New
6,544 $1.73 Million

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 $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...
More about LPLA
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