Wealth Alliance Lpl Financial Holdings Inc. Transaction History

Wealth Alliance

$760 Million
Q2 2024

A detailed history of Wealth Alliance transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wealth Alliance holds 1,419 shares of LPLA stock, worth $330,243. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,419

Previous 1,417 0.14%

Holding current value

$330,243

Previous $374,000 5.88%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$256.41 - $288.82 $512 - $577	2 Added 0.14%	1,419 $396,000
Q1 2024 May 10, 2024	SELL	$230.75 - $273.77 $3,922 - $4,654	-17 Reduced 1.19%	1,417 $374,000
Q4 2023 Jan 30, 2024	BUY	$209.89 - $239.77 $2,938 - $3,356	14 Added 0.99%	1,434 $326,000
Q3 2023 Nov 09, 2023	SELL	$218.49 - $247.52 $31,462 - $35,642	-144 Reduced 9.21%	1,420 $337,000
Q2 2023 Aug 02, 2023	SELL	$180.95 - $217.9 $47,770 - $57,525	-264 Reduced 14.44%	1,564 $340,000
Q1 2023 May 10, 2023	SELL	$192.0 - $255.57 $12,672 - $16,867	-66 Reduced 3.48%	1,828 $369,000
Q4 2022 Feb 13, 2023	SELL	$206.94 - $269.62 $91,467 - $119,172	-442 Reduced 18.92%	1,894 $409,000
Q3 2022 Nov 14, 2022	SELL	$172.53 - $233.2 $8,281 - $11,193	-48 Reduced 2.01%	2,336 $510,000
Q2 2022 Aug 15, 2022	BUY	$167.48 - $218.52 $90,104 - $117,563	538 Added 29.14%	2,384 $440,000
Q1 2022 May 10, 2022	BUY	$143.67 - $190.77 $46,836 - $62,191	326 Added 21.45%	1,846 $337,000
Q4 2021 Feb 14, 2022	BUY	$152.65 - $175.02 $6,869 - $7,875	45 Added 3.05%	1,520 $243,000
Q3 2021 Nov 12, 2021	BUY	$127.58 - $161.13 $188,180 - $237,666	1,475 New	1,475 $231,000
Q2 2021 Aug 16, 2021	SELL	$134.61 - $156.7 $189,530 - $220,633	-1,408 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$103.11 - $146.29 $145,178 - $205,976	1,408 New	1,408 $200,000

Others Institutions Holding LPLA

# of Institutions

723

Shares Held

69.3M

Call Options Held

110K

Put Options Held

134K

View Full List

About LPL Financial Holdings Inc.

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $18.6B
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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