A detailed history of Thrive Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 1,266 shares of LPLA stock, worth $412,361. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,266
Previous 1,301 2.69%
Holding current value
$412,361
Previous $363,000 19.01%
% of portfolio
0.05%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$193.0 - $282.1 $6,755 - $9,873
-35 Reduced 2.69%
1,266 $294,000
Q2 2024

Jul 12, 2024

BUY
$256.41 - $288.82 $36,153 - $40,723
141 Added 12.16%
1,301 $363,000
Q1 2024

Apr 15, 2024

BUY
$230.75 - $273.77 $44,073 - $52,290
191 Added 19.71%
1,160 $306,000
Q4 2023

Jan 09, 2024

SELL
$209.89 - $239.77 $26,656 - $30,450
-127 Reduced 11.59%
969 $220,000
Q3 2023

Oct 13, 2023

BUY
$218.49 - $247.52 $6,773 - $7,673
31 Added 2.91%
1,096 $260,000
Q2 2023

Jul 11, 2023

SELL
$180.95 - $217.9 $5,971 - $7,190
-33 Reduced 3.01%
1,065 $231,000
Q1 2023

Apr 07, 2023

BUY
$192.0 - $255.57 $19,392 - $25,812
101 Added 10.13%
1,098 $222,000
Q4 2022

Jan 25, 2023

SELL
$206.94 - $269.62 $71,187 - $92,749
-344 Reduced 25.65%
997 $0
Q3 2022

Oct 24, 2022

BUY
$172.53 - $233.2 $231,362 - $312,721
1,341 New
1,341 $293,000

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 $26B
  • 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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