A detailed history of Spire Wealth Management transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Spire Wealth Management holds 126 shares of LPLA stock, worth $40,579. This represents 0.0% of its overall portfolio holdings.

Number of Shares
126
Previous 159 20.75%
Holding current value
$40,579
Previous $44,000 34.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

SELL
$193.0 - $282.1 $6,369 - $9,309
-33 Reduced 20.75%
126 $29,000
Q2 2024

Jul 31, 2024

BUY
$256.41 - $288.82 $4,102 - $4,621
16 Added 11.19%
159 $44,000
Q1 2024

Apr 24, 2024

BUY
$230.75 - $273.77 $4,845 - $5,749
21 Added 17.21%
143 $37,000
Q4 2023

Feb 06, 2024

BUY
$209.89 - $239.77 $8,395 - $9,590
40 Added 48.78%
122 $27,000
Q1 2023

May 09, 2023

BUY
$192.0 - $255.57 $7,296 - $9,711
38 Added 86.36%
82 $16,000
Q4 2022

Feb 03, 2023

SELL
$206.94 - $269.62 $4,966 - $6,470
-24 Reduced 35.29%
44 $10,000
Q3 2022

Nov 07, 2022

SELL
$172.53 - $233.2 $10,179 - $13,758
-59 Reduced 46.46%
68 $15,000
Q1 2022

Apr 18, 2022

SELL
$143.67 - $190.77 $36,204 - $48,074
-252 Reduced 66.49%
127 $23,000
Q4 2021

Jan 14, 2022

BUY
$152.65 - $175.02 $33,583 - $38,504
220 Added 138.36%
379 $61,000
Q3 2021

Oct 22, 2021

BUY
$127.58 - $161.13 $4,210 - $5,317
33 Added 26.19%
159 $25,000
Q2 2021

Jul 26, 2021

SELL
$134.61 - $156.7 $3,769 - $4,387
-28 Reduced 18.18%
126 $17,000
Q1 2021

May 21, 2021

BUY
$103.11 - $146.29 $15,878 - $22,528
154 New
154 $22,000

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 $25.7B
  • 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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