A detailed history of Cresset Asset Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cresset Asset Management, LLC holds 4,181 shares of LPLA stock, worth $1.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,181
Previous 4,755 12.07%
Holding current value
$1.4 Million
Previous $1.33 Million 26.73%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$193.0 - $282.1 $110,782 - $161,925
-574 Reduced 12.07%
4,181 $973,000
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $104,615 - $117,838
408 Added 9.39%
4,755 $1.33 Million
Q1 2024

May 15, 2024

BUY
$230.75 - $273.77 $34,612 - $41,065
150 Added 3.57%
4,347 $1.15 Million
Q4 2023

Feb 14, 2024

SELL
$209.89 - $239.77 $54,361 - $62,100
-259 Reduced 5.81%
4,197 $955,000
Q3 2023

Nov 14, 2023

BUY
$218.49 - $247.52 $93,513 - $105,938
428 Added 10.63%
4,456 $1.06 Million
Q2 2023

Aug 14, 2023

BUY
$180.95 - $217.9 $728,866 - $877,701
4,028 New
4,028 $875,000

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
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