A detailed history of Flynn Zito Capital Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Flynn Zito Capital Management, LLC holds 8,634 shares of LPLA stock, worth $2.85 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
8,634
Previous 8,634 -0.0%
Holding current value
$2.85 Million
Previous $2.41 Million 16.67%
% of portfolio
0.98%
Previous 1.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 27, 2023

SELL
$206.94 - $269.62 $57,529 - $74,954
-278 Reduced 3.12%
8,634 $1.87 Million
Q3 2022

Oct 18, 2022

BUY
$172.53 - $233.2 $1.54 Million - $2.08 Million
8,912 New
8,912 $1.95 Million
Q2 2022

Jul 28, 2022

SELL
$167.48 - $218.52 $1.49 Million - $1.95 Million
-8,912 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$152.65 - $175.02 $1.36 Million - $1.56 Million
8,912 New
8,912 $1.43 Million

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 $26.4B
  • 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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