A detailed history of Vise Technologies, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Vise Technologies, Inc. holds 2,121 shares of LPLA stock, worth $717,279. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,121
Previous 1,047 102.58%
Holding current value
$717,279
Previous $341,000 133.14%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$283.31 - $388.96 $304,274 - $417,743
1,074 Added 102.58%
2,121 $795,000
Q4 2024

Feb 18, 2025

BUY
$229.85 - $335.91 $240,652 - $351,697
1,047 New
1,047 $341,000

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 $27B
  • 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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