Wbi Investments, Inc. Lpl Financial Holdings Inc. Transaction History

Wbi Investments, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$218.49 - $247.52 $2.96 Million - $3.36 Million	13,567 New	13,567 $3.22 Million
Q1 2020 May 08, 2020	SELL	$39.02 - $98.86 $682,459 - $1.73 Million	-17,490 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$72.1 - $94.26 $7.49 Million - $9.79 Million	-103,824 Reduced 85.58%	17,490 $1.61 Million
Q3 2019 Oct 29, 2019	BUY	$70.66 - $87.4 $8.17 Million - $10.1 Million	115,596 Added 2021.62%	121,314 $9.94 Million
Q2 2019 Jul 23, 2019	BUY	$70.51 - $84.91 $403,176 - $485,515	5,718 New	5,718 $467,000
Q4 2017 Feb 08, 2018	SELL	$48.68 - $57.7 $1.94 Million - $2.3 Million	-39,851 Closed	0 $0
Q3 2017 Nov 13, 2017	SELL	$45.09 - $51.58 $31,382 - $35,899	-696 Reduced 1.72%	39,851 $2.06 Million
Q2 2017 Aug 10, 2017	BUY	N/A	40,547	40,547 $1.72 Million

702

68.6M

647K

549K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $26.5B
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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