A detailed history of Cva Family Office, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cva Family Office, LLC holds 29 shares of LPLA stock, worth $9,712. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29
Previous 29 -0.0%
Holding current value
$9,712
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 09, 2024

BUY
$256.41 - $288.82 $1,025 - $1,155
4 Added 16.0%
29 $8,000
Q4 2023

Jan 16, 2024

BUY
$209.89 - $239.77 $5,247 - $5,994
25 New
25 $5,000
Q2 2023

Jul 10, 2023

BUY
$180.95 - $217.9 $5,428 - $6,537
30 Added 120.0%
55 $11,000
Q4 2022

Feb 21, 2023

SELL
$206.94 - $269.62 $1,034 - $1,348
-5 Reduced 16.67%
25 $5,000
Q2 2022

Jul 11, 2022

BUY
$167.48 - $218.52 $837 - $1,092
5 Added 20.0%
30 $6,000
Q1 2022

Apr 22, 2022

BUY
$143.67 - $190.77 $1,436 - $1,907
10 Added 66.67%
25 $5,000
Q4 2021

Jan 25, 2022

BUY
$152.65 - $175.02 $2,289 - $2,625
15 New
15 $2,000

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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