A detailed history of Xml Financial, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Xml Financial, LLC holds 2,278 shares of LPLA stock, worth $746,477. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,278
Previous 2,189 4.07%
Holding current value
$746,477
Previous $611,000 13.26%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 01, 2024

BUY
$193.0 - $282.1 $17,177 - $25,106
89 Added 4.07%
2,278 $530,000
Q2 2024

Jul 22, 2024

SELL
$256.41 - $288.82 $6,410 - $7,220
-25 Reduced 1.13%
2,189 $611,000
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $230 - $273
1 Added 0.05%
2,214 $584,000
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $419 - $479
2 Added 0.09%
2,213 $503,000
Q3 2023

Nov 06, 2023

BUY
$218.49 - $247.52 $218 - $247
1 Added 0.05%
2,211 $525,000
Q2 2023

Aug 07, 2023

BUY
$180.95 - $217.9 $542 - $653
3 Added 0.14%
2,210 $480,000
Q1 2023

May 15, 2023

BUY
$192.0 - $255.57 $197,376 - $262,725
1,028 Added 87.19%
2,207 $446,000
Q4 2022

Feb 09, 2023

BUY
$206.94 - $269.62 $206 - $269
1 Added 0.08%
1,179 $254,000
Q3 2022

Nov 04, 2022

BUY
$172.53 - $233.2 $345 - $466
2 Added 0.17%
1,178 $257,000
Q2 2022

Aug 01, 2022

BUY
$167.48 - $218.52 $167 - $218
1 Added 0.09%
1,176 $217,000
Q1 2022

May 02, 2022

BUY
$143.67 - $190.77 $168,812 - $224,154
1,175 New
1,175 $215,000

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 $26.1B
  • 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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