A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,731 shares of LPLA stock, worth $2.55 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,731
Previous 8,708 11.22%
Holding current value
$2.55 Million
Previous $2.43 Million 26.03%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$193.0 - $282.1 $188,561 - $275,611
-977 Reduced 11.22%
7,731 $1.8 Million
Q2 2024

Jul 16, 2024

BUY
$256.41 - $288.82 $8,461 - $9,531
33 Added 0.38%
8,708 $2.43 Million
Q1 2024

Apr 15, 2024

BUY
$230.75 - $273.77 $72,224 - $85,690
313 Added 3.74%
8,675 $2.29 Million
Q4 2023

Jan 30, 2024

BUY
$209.89 - $239.77 $15,531 - $17,742
74 Added 0.89%
8,362 $1.9 Million
Q3 2023

Nov 13, 2023

BUY
$218.49 - $247.52 $1.81 Million - $2.05 Million
8,288 New
8,288 $1.97 Million

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 $26.3B
  • 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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