A detailed history of V Square Quantitative Management LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, V Square Quantitative Management LLC holds 865 shares of LPLA stock, worth $186,416. This represents 0.04% of its overall portfolio holdings.

Number of Shares
865
Previous 863 0.23%
Holding current value
$186,416
Previous $228 Million 5.96%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$256.41 - $288.82 $512 - $577
2 Added 0.23%
865 $242 Million
Q4 2023

Feb 21, 2024

BUY
$209.89 - $239.77 $71,572 - $81,761
341 Added 65.33%
863 $196 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $10,269 - $11,633
47 Added 9.89%
522 $124 Million
Q2 2023

Jul 26, 2023

BUY
$180.95 - $217.9 $85,951 - $103,502
475 New
475 $103 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 $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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