Efg Asset Management (Americas) Corp. Lpl Financial Holdings Inc. Transaction History

Efg Asset Management (Americas) Corp.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	SELL	$209.89 - $239.77 $266,560 - $304,507	-1,270 Reduced 10.48%	10,847 $2.47 Million
Q3 2023 Nov 09, 2023	SELL	$218.49 - $247.52 $189,867 - $215,094	-869 Reduced 6.69%	12,117 $2.88 Million
Q2 2023 Aug 29, 2023	BUY	$180.95 - $217.9 $123,407 - $148,607	682 Added 5.54%	12,986 $2.82 Million
Q1 2023 May 04, 2023	BUY	$192.0 - $255.57 $446,976 - $594,966	2,328 Added 23.34%	12,304 $2.49 Million
Q4 2022 Feb 09, 2023	BUY	$206.94 - $269.62 $249,983 - $325,700	1,208 Added 13.78%	9,976 $2.16 Million
Q3 2022 Nov 07, 2022	BUY	$172.53 - $233.2 $1.51 Million - $2.04 Million	8,768 New	8,768 $1.92 Million

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...

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