A detailed history of Transamerica Financial Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 555 shares of LPLA stock, worth $119,613. This represents 0.02% of its overall portfolio holdings.

Number of Shares
555
Previous 555 -0.0%
Holding current value
$119,613
Previous $147,000 5.44%
% of portfolio
0.02%
Previous 0.01%

Shares

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

May 15, 2024

SELL
$230.75 - $273.77 $508,803 - $603,662
-2,205 Reduced 79.89%
555 $147,000
Q4 2023

Feb 12, 2024

SELL
$209.89 - $239.77 $41,558 - $47,474
-198 Reduced 6.69%
2,760 $629,000
Q3 2023

Nov 14, 2023

SELL
$218.49 - $247.52 $53,311 - $60,394
-244 Reduced 7.62%
2,958 $703,000
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $96,446 - $116,140
533 Added 19.97%
3,202 $697,000
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $512,448 - $682,116
2,669 New
2,669 $541,000

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 $17.2B
  • 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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