Valeo Financial Advisors, LLC Lpl Financial Holdings Inc. Transaction History

Valeo Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$134.61 - $156.7 $9,153 - $10,655	-68 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$74.14 - $85.09 $3,188 - $3,658	43 Added 172.0%	68 $5,000
Q2 2019 Jul 10, 2019	SELL	$70.51 - $84.91 $1,762 - $2,122	-25 Reduced 50.0%	25 $2,000
Q1 2019 Apr 12, 2019	BUY	$59.74 - $77.93 $1,493 - $1,948	25 Added 100.0%	50 $3,000
Q3 2018 Nov 01, 2018	BUY	$63.88 - $69.99 $1,597 - $1,749	25 New	25 $2,000

715

68.3M

647K

548K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $28.6B
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...

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