A detailed history of Toroso Investments, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Toroso Investments, LLC holds 1,544 shares of LPLA stock, worth $435,408. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,544
Previous 1,305 18.31%
Holding current value
$435,408
Previous $297,000 37.04%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024

BUY
$230.75 - $273.77 $55,149 - $65,431
239 Added 18.31%
1,544 $407,000
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $18,470 - $21,099
88 Added 7.23%
1,305 $297,000
Q3 2023

Nov 15, 2023

BUY
$218.49 - $247.52 $17,697 - $20,049
81 Added 7.13%
1,217 $289,000
Q2 2023

Aug 14, 2023

SELL
$180.95 - $217.9 $451,651 - $543,878
-2,496 Reduced 68.72%
1,136 $247,000
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $51,840 - $69,003
270 Added 8.03%
3,632 $735,000
Q4 2022

Feb 15, 2023

SELL
$206.94 - $269.62 $627,442 - $817,487
-3,032 Reduced 47.42%
3,362 $727,000
Q3 2022

Nov 23, 2022

BUY
$172.53 - $233.2 $1.1 Million - $1.49 Million
6,394 New
6,394 $1.4 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 $22.5B
  • 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...
More about LPLA
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