Toth Financial Advisory Corp Lpl Financial Holdings Inc. Transaction History

Toth Financial Advisory Corp

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 24, 2023	SELL	$192.0 - $255.57 $103,104 - $137,241	-537 Reduced 80.63%	129 $26,000
Q3 2022 Oct 14, 2022	BUY	$172.53 - $233.2 $1,035 - $1,399	6 Added 0.91%	666 $146,000
Q1 2022 Apr 26, 2022	SELL	$143.67 - $190.77 $678,840 - $901,388	-4,725 Reduced 87.74%	660 $121,000
Q4 2021 Jan 31, 2022	BUY	$152.65 - $175.02 $295,377 - $338,663	1,935 Added 56.09%	5,385 $862,000
Q3 2021 Oct 20, 2021	BUY	$127.58 - $161.13 $440,151 - $555,898	3,450 New	3,450 $541,000

703

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.3B
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...

Get notified when there are updates to the investment portfolio of Toth Financial Advisory Corp, based on Form 13F filings with the SEC.

Stay updated on Toth Financial Advisory Corp with notifications on news.