A detailed history of Wealthfront Advisers LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wealthfront Advisers LLC holds 2,592 shares of LPLA stock, worth $853,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,592
Previous 4,485 42.21%
Holding current value
$853,804
Previous $1.25 Million 51.84%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$193.0 - $282.1 $365,349 - $534,015
-1,893 Reduced 42.21%
2,592 $603,000
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $752,050 - $847,109
2,933 Added 188.98%
4,485 $1.25 Million
Q1 2024

Apr 19, 2024

BUY
$230.75 - $273.77 $43,611 - $51,742
189 Added 13.87%
1,552 $410,000
Q4 2023

Feb 09, 2024

SELL
$209.89 - $239.77 $68,214 - $77,925
-325 Reduced 19.25%
1,363 $310,000
Q3 2023

Nov 01, 2023

BUY
$218.49 - $247.52 $39,765 - $45,048
182 Added 12.08%
1,688 $401,000
Q2 2023

Aug 07, 2023

SELL
$180.95 - $217.9 $1.61 Million - $1.94 Million
-8,885 Reduced 85.51%
1,506 $327,000
Q1 2023

Apr 28, 2023

BUY
$192.0 - $255.57 $508,416 - $676,749
2,648 Added 34.2%
10,391 $2.1 Million
Q4 2022

Feb 10, 2023

BUY
$206.94 - $269.62 $1.6 Million - $2.09 Million
7,743 New
7,743 $1.67 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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