A detailed history of Stratos Wealth Partners, Ltd. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 2,642 shares of LPLA stock, worth $831,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,642
Previous 2,818 6.25%
Holding current value
$831,622
Previous $787,000 21.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

SELL
$193.0 - $282.1 $33,968 - $49,649
-176 Reduced 6.25%
2,642 $614,000
Q2 2024

Jul 24, 2024

BUY
$256.41 - $288.82 $10,769 - $12,130
42 Added 1.51%
2,818 $787,000
Q1 2024

Apr 16, 2024

BUY
$230.75 - $273.77 $17,767 - $21,080
77 Added 2.85%
2,776 $733,000
Q4 2023

Jan 24, 2024

SELL
$209.89 - $239.77 $7,346 - $8,391
-35 Reduced 1.28%
2,699 $614,000
Q3 2023

Oct 24, 2023

SELL
$218.49 - $247.52 $15,075 - $17,078
-69 Reduced 2.46%
2,734 $649,000
Q2 2023

Jul 18, 2023

BUY
$180.95 - $217.9 $32,390 - $39,004
179 Added 6.82%
2,803 $609,000
Q1 2023

Apr 27, 2023

SELL
$192.0 - $255.57 $22,272 - $29,646
-116 Reduced 4.23%
2,624 $531,000
Q3 2022

Oct 24, 2022

SELL
$172.53 - $233.2 $690 - $932
-4 Reduced 0.15%
2,740 $599,000
Q2 2022

Jul 22, 2022

BUY
$167.48 - $218.52 $23,112 - $30,155
138 Added 5.3%
2,744 $506,000
Q1 2022

Apr 26, 2022

BUY
$143.67 - $190.77 $56,462 - $74,972
393 Added 17.76%
2,606 $476,000
Q4 2021

Jan 14, 2022

SELL
$152.65 - $175.02 $9,922 - $11,376
-65 Reduced 2.85%
2,213 $354,000
Q3 2021

Oct 19, 2021

SELL
$127.58 - $161.13 $41,591 - $52,528
-326 Reduced 12.52%
2,278 $357,000
Q2 2021

Jul 19, 2021

SELL
$134.61 - $156.7 $14,268 - $16,610
-106 Reduced 3.91%
2,604 $352,000
Q1 2021

Apr 27, 2021

SELL
$103.11 - $146.29 $20,003 - $28,380
-194 Reduced 6.68%
2,710 $385,000
Q4 2020

Jan 29, 2021

BUY
$76.15 - $104.25 $221,139 - $302,742
2,904 New
2,904 $303,000
Q4 2018

Feb 08, 2019

SELL
$53.2 - $65.69 $77,884 - $96,170
-1,464 Closed
0 $0
Q3 2018

Nov 02, 2018

BUY
$63.88 - $69.99 $93,520 - $102,465
1,464 New
1,464 $94,000
Q2 2018

Aug 13, 2018

SELL
$56.49 - $72.22 $75,188 - $96,124
-1,331 Closed
0 $0
Q1 2018

May 10, 2018

BUY
$57.2 - $65.99 $48,620 - $56,091
850 Added 176.72%
1,331 $81,000
Q4 2017

Feb 09, 2018

BUY
$48.68 - $57.7 $23,415 - $27,753
481
481 $27,000

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 $25.1B
  • 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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