A detailed history of Tyler Stone Wealth Management transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Tyler Stone Wealth Management holds 1,038 shares of LPLA stock, worth $348,674. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,038
Previous 518 100.39%
Holding current value
$348,674
Previous $144,000 67.36%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 04, 2024

BUY
$193.0 - $282.1 $100,360 - $146,692
520 Added 100.39%
1,038 $241,000
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $10,494 - $11,988
-50 Reduced 8.8%
518 $117,000
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $22,256 - $26,801
123 Added 27.64%
568 $124,000
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $5,587 - $7,279
27 Added 6.46%
445 $96,000
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $2,242 - $3,031
13 Added 3.21%
418 $91,000
Q1 2022

May 12, 2022

BUY
$143.67 - $190.77 $2,011 - $2,670
14 Added 3.58%
405 $74,000
Q4 2021

Feb 22, 2022

BUY
$152.65 - $175.02 $59,686 - $68,432
391 New
391 $63,000

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 $26.8B
  • 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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