Advisor Shares Investments LLC Lpl Financial Holdings Inc. Transaction History

Advisor Shares Investments LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$230.75 - $273.77 $438,425 - $520,162	1,900 New	1,900 $501,000
Q2 2023 Aug 09, 2023	BUY	$180.95 - $217.9 $357,919 - $431,006	1,978 New	1,978 $430,000
Q2 2022 Aug 08, 2022	SELL	$167.48 - $218.52 $844,601 - $1.1 Million	-5,043 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$143.67 - $190.77 $724,527 - $962,053	5,043 New	5,043 $921,000

702

68.6M

647K

549K

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...

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

Stay updated on Advisor Shares Investments LLC with notifications on news.