Summer Haven Investment Management, LLC Lpl Financial Holdings Inc. Transaction History

Summer Haven Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 20, 2021	SELL	$127.58 - $161.13 $709,217 - $895,721	-5,559 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$134.61 - $156.7 $18,845 - $21,938	140 Added 2.58%	5,559 $750,000
Q4 2020 Feb 17, 2021	SELL	$76.15 - $104.25 $42.6 Million - $58.3 Million	-559,349 Reduced 99.04%	5,419 $565,000
Q4 2020 Feb 16, 2021	BUY	$76.15 - $104.25 $43 Million - $58.9 Million	564,768 New	564,768 $565,000

703

68.6M

647K

549K

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...

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