Root Financial Partners, LLC Lpl Financial Holdings Inc. Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,191 shares of LPLA stock, worth $738,125. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,191
Previous 2,205 0.63%
Holding current value
$738,125
Previous $513 Million 39.46%
% of portfolio
0.09%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$229.85 - $335.91 $3,217 - $4,702
-14 Reduced 0.63%
2,191 $715 Million
Q3 2024

Oct 31, 2024
SELL
$193.0 - $282.1 $386 - $564
-2 Reduced 0.09%
2,205 $513 Million
Q2 2024

Aug 02, 2024
BUY
$256.41 - $288.82 $512 - $577
2 Added 0.09%
2,207 $616 Million
Q1 2024

Apr 24, 2024
BUY
$230.75 - $273.77 $197,291 - $234,073
855 Added 63.33%
2,205 $583 Million
Q3 2023

Oct 19, 2023
BUY
$218.49 - $247.52 $218 - $247
1 Added 0.07%
1,350 $321 Million
Q2 2023

Jul 26, 2023
BUY
$180.95 - $217.9 $542 - $653
3 Added 0.22%
1,349 $293 Million
Q1 2023

May 11, 2023
BUY
$192.0 - $255.57 $258,432 - $343,997
1,346 New
1,346 $272 Million

About LPL Financial Holdings Inc.

LPLA Quotes by TradingView
  • Ticker LPLA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 79,769,800
  • Market Cap $26.9B
  • 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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