A detailed history of Vident Advisory, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Vident Advisory, LLC holds 2,232 shares of LPLA stock, worth $747,563. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,232
Previous 2,981 25.13%
Holding current value
$747,563
Previous $833 Million 37.64%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $144,557 - $211,292
-749 Reduced 25.13%
2,232 $519 Million
Q2 2024

Aug 14, 2024

SELL
$256.41 - $288.82 $62,307 - $70,183
-243 Reduced 7.54%
2,981 $833 Million
Q1 2024

May 14, 2024

SELL
$230.75 - $273.77 $2.48 Million - $2.95 Million
-10,766 Reduced 76.95%
3,224 $852 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $361,850 - $413,363
1,724 Added 14.06%
13,990 $3.18 Billion
Q3 2023

Feb 21, 2024

SELL
$218.49 - $247.52 $376,676 - $426,724
-1,724 Reduced 12.32%
12,266 $2.92 Billion
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $2.68 Million - $3.04 Million
12,266 New
12,266 $2.92 Billion

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 $26.7B
  • 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
Track This Portfolio

Track Vident Advisory, LLC Portfolio

Follow Vident Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vident Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vident Advisory, LLC with notifications on news.