A detailed history of Wolff Wiese Magana LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wolff Wiese Magana LLC holds 22 shares of LPLA stock, worth $6,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22
Previous 15 46.67%
Holding current value
$6,908
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

BUY
$193.0 - $282.1 $1,351 - $1,974
7 Added 46.67%
22 $5,000
Q4 2022

Feb 08, 2023

SELL
$206.94 - $269.62 $28,971 - $37,746
-140 Reduced 90.32%
15 $3,000
Q3 2022

Oct 26, 2022

BUY
$172.53 - $233.2 $172 - $233
1 Added 0.65%
155 $34,000
Q2 2022

Jul 15, 2022

SELL
$167.48 - $218.52 $502 - $655
-3 Reduced 1.91%
154 $28,000
Q1 2022

May 09, 2022

SELL
$143.67 - $190.77 $143 - $190
-1 Reduced 0.63%
157 $29,000
Q4 2021

Jan 18, 2022

SELL
$152.65 - $175.02 $514,125 - $589,467
-3,368 Reduced 95.52%
158 $25,000
Q3 2021

Oct 15, 2021

BUY
$127.58 - $161.13 $442,319 - $558,637
3,467 Added 5876.27%
3,526 $553,000
Q2 2021

Jul 15, 2021

BUY
$134.61 - $156.7 $4,307 - $5,014
32 Added 118.52%
59 $8,000
Q1 2021

Apr 15, 2021

BUY
$103.11 - $146.29 $2,783 - $3,949
27 New
27 $4,000

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 $25B
  • 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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