A detailed history of Smartleaf Asset Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 360 shares of LPLA stock, worth $117,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares
360
Previous 225 60.0%
Holding current value
$117,259
Previous $62.2 Million 33.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $26,055 - $38,083
135 Added 60.0%
360 $83.1 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $36,923 - $41,590
144 Added 177.78%
225 $62.2 Million
Q1 2024

Oct 07, 2024

SELL
$230.75 - $273.77 $33,228 - $39,422
-144 Reduced 64.0%
81 $21.3 Million
Q1 2024

May 02, 2024

BUY
$230.75 - $273.77 $15,691 - $18,616
68 Added 523.08%
81 $4.57 Million
Q4 2023

Feb 12, 2024

BUY
$209.89 - $239.77 $2,728 - $3,117
13 New
13 $2.97 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 $26B
  • 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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