Thomas J. Herzfeld Advisors, Inc. Lpl Financial Holdings Inc. Transaction History

Thomas J. Herzfeld Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$218.49 - $247.52 $5,243 - $5,940	24 New	24 $5.7 Million
Q4 2022 Feb 14, 2023	SELL	$206.94 - $269.62 $1,034 - $1,348	-5 Reduced 17.24%	24 $5,000
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $915 - $1,050	6 Added 26.09%	29 $5,000
Q1 2021 May 14, 2021	BUY	$103.11 - $146.29 $2,371 - $3,364	23 New	23 $3,000

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.5B
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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