Us Advisors Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History

Us Advisors Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 08, 2019	SELL	$53.2 - $65.69 $409,640 - $505,813	-7,700 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$63.88 - $69.99 $9,582 - $10,498	-150 Reduced 1.91%	7,700 $497,000
Q2 2018 Oct 10, 2018	BUY	$56.49 - $72.22 $141,225 - $180,550	2,500 Added 46.73%	7,850 $514,000
Q1 2018 Apr 18, 2018	BUY	$57.2 - $65.99 $306,020 - $353,046	5,350 New	5,350 $327,000

709

68.4M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $27.8B
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...

Get notified when there are updates to the investment portfolio of Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.