Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$230.75 - $273.77 $74,763 - $88,701
324 Added 64.8%
824 $218 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $104,945 - $119,885
500 New
500 $114 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 $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
Track This Portfolio

Track Systm Wealth Solutions LLC Portfolio

Follow Systm Wealth Solutions LLC 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 Systm Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Systm Wealth Solutions LLC with notifications on news.