A detailed history of Symphony Financial, Ltd. Co. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 10,753 shares of LPLA stock, worth $2.27 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
10,753
Previous 10,752 0.01%
Holding current value
$2.27 Million
Previous $2.84 Million 5.74%
% of portfolio
0.55%
Previous 0.66%

Shares

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

Jul 17, 2024

BUY
$256.41 - $288.82 $256 - $288
1 Added 0.01%
10,753 $3 Million
Q4 2023

Jan 18, 2024

SELL
$209.89 - $239.77 $167,912 - $191,816
-800 Reduced 6.93%
10,752 $2.45 Million
Q3 2023

Nov 07, 2023

BUY
$218.49 - $247.52 $175,010 - $198,263
801 Added 7.45%
11,552 $2.75 Million
Q4 2022

Jan 26, 2023

BUY
$206.94 - $269.62 $25,660 - $33,432
124 Added 1.17%
10,751 $0
Q1 2022

May 13, 2022

BUY
$143.67 - $190.77 $1.53 Million - $2.03 Million
10,627 New
10,627 $2 Million
Q2 2021

Jul 13, 2021

SELL
$134.61 - $156.7 $1.43 Million - $1.66 Million
-10,610 Closed
0 $0
Q1 2021

Apr 15, 2021

BUY
$103.11 - $146.29 $1.09 Million - $1.55 Million
10,610 New
10,610 $1.52 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 $16.9B
  • 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 Symphony Financial, Ltd. Co. Portfolio

Follow Symphony Financial, Ltd. Co. 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 Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.