A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 6,227 shares of LPLA stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,227
Previous 7,875 20.93%
Holding current value
$1.96 Million
Previous $2.2 Million 34.11%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $318,064 - $464,900
-1,648 Reduced 20.93%
6,227 $1.45 Million
Q2 2024

Aug 12, 2024

BUY
$256.41 - $288.82 $18,974 - $21,372
74 Added 0.95%
7,875 $2.2 Million
Q1 2024

May 09, 2024

SELL
$230.75 - $273.77 $13,383 - $15,878
-58 Reduced 0.74%
7,801 $2.06 Million
Q4 2023

Feb 07, 2024

SELL
$209.89 - $239.77 $467,634 - $534,207
-2,228 Reduced 22.09%
7,859 $1.79 Million
Q3 2023

Nov 08, 2023

BUY
$218.49 - $247.52 $107,934 - $122,274
494 Added 5.15%
10,087 $2.4 Million
Q2 2023

Jul 28, 2023

BUY
$180.95 - $217.9 $76,541 - $92,171
423 Added 4.61%
9,593 $2.09 Million
Q1 2023

May 10, 2023

BUY
$192.0 - $255.57 $142,080 - $189,121
740 Added 8.78%
9,170 $1.86 Million
Q4 2022

Feb 10, 2023

BUY
$206.94 - $269.62 $67,876 - $88,435
328 Added 4.05%
8,430 $1.82 Million
Q3 2022

Nov 14, 2022

BUY
$172.53 - $233.2 $54,519 - $73,691
316 Added 4.06%
8,102 $1.77 Million
Q2 2022

Aug 09, 2022

BUY
$167.48 - $218.52 $264,283 - $344,824
1,578 Added 25.42%
7,786 $1.44 Million
Q1 2022

May 16, 2022

BUY
$143.67 - $190.77 $312,338 - $414,733
2,174 Added 53.89%
6,208 $1.13 Million
Q4 2021

Feb 23, 2022

BUY
$152.65 - $175.02 $71,745 - $82,259
470 Added 13.19%
4,034 $646,000
Q3 2021

Nov 09, 2021

BUY
$127.58 - $161.13 $454,695 - $574,267
3,564 New
3,564 $559,000

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 $25.1B
  • 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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