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 225 shares of LPLA stock, worth $46,278. This represents 0.01% of its overall portfolio holdings.

Number of Shares
225
Previous 81 177.78%
Holding current value
$46,278
Previous $4.57 Million 1262.48%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 13, 2024

BUY
$256.41 - $288.82 $36,923 - $41,590
144 Added 177.78%
225 $62.2 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 $16.4B
  • 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
Track This Portfolio

Track Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.