A detailed history of Benjamin F. Edwards & Company, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Benjamin F. Edwards & Company, Inc. holds 349 shares of LPLA stock, worth $116,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares
349
Previous 334 4.49%
Holding current value
$116,890
Previous $88,000 10.23%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$256.41 - $288.82 $3,846 - $4,332
15 Added 4.49%
349 $97,000
Q1 2024

Apr 29, 2024

SELL
$230.75 - $273.77 $4,153 - $4,927
-18 Reduced 5.11%
334 $88,000
Q4 2023

Feb 06, 2024

BUY
$209.89 - $239.77 $73,881 - $84,399
352 New
352 $80,000

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 $26.7B
  • 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 Benjamin F. Edwards & Company, Inc. Portfolio

Follow Benjamin F. Edwards & Company, Inc. 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 Benjamin F. Edwards & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Benjamin F. Edwards & Company, Inc. with notifications on news.