A detailed history of Systematic Alpha Investments, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Systematic Alpha Investments, LLC holds 760 shares of LPLA stock, worth $160,686. This represents 0.01% of its overall portfolio holdings.

Number of Shares
760
Previous 760 -0.0%
Holding current value
$160,686
Previous $200,000 6.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $145,920 - $194,233
760 New
760 $153,000
Q4 2021

Feb 15, 2022

SELL
$152.65 - $175.02 $116,014 - $133,015
-760 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$134.61 - $156.7 $134 - $156
1 Added 0.13%
760 $110,000
Q4 2020

Apr 16, 2021

BUY
$76.15 - $104.25 $57,797 - $79,125
759 New
759 $79,000

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 $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
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