Yhb Investment Advisors, Inc. Lpl Financial Holdings Inc. Transaction History

Yhb Investment Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 03, 2022	SELL	$172.53 - $233.2 $108,003 - $145,983	-626 Reduced 35.17%	1,154 $252,000
Q1 2022 Apr 14, 2022	SELL	$143.67 - $190.77 $86,201 - $114,462	-600 Reduced 25.21%	1,780 $325,000
Q1 2021 Apr 22, 2021	SELL	$103.11 - $146.29 $164,976 - $234,064	-1,600 Reduced 40.2%	2,380 $351,000
Q4 2020 Jan 21, 2021	BUY	$76.15 - $104.25 $101,660 - $139,173	1,335 Added 50.47%	3,980 $415,000
Q3 2020 Nov 02, 2020	BUY	$74.14 - $85.09 $196,100 - $225,063	2,645 New	2,645 $203,000

733

69.2M

647K

558K

Ticker LPLA
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 79,769,800
Market Cap $29.6B
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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