A detailed history of Foster Victor Wealth Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 69,731 shares of LPLA stock, worth $23.4 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
69,731
Previous 52,640 32.47%
Holding current value
$23.4 Million
Previous $14.7 Million 10.38%
% of portfolio
1.17%
Previous 1.16%

Shares

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

Oct 15, 2024

BUY
$193.0 - $282.1 $3.3 Million - $4.82 Million
17,091 Added 32.47%
69,731 $16.2 Million
Q2 2024

Jul 18, 2024

BUY
$256.41 - $288.82 $813,588 - $916,425
3,173 Added 6.41%
52,640 $14.7 Million
Q1 2024

Apr 26, 2024

BUY
$230.75 - $273.77 $1.21 Million - $1.43 Million
5,223 Added 11.8%
49,467 $13.1 Million
Q4 2023

Jan 19, 2024

BUY
$209.89 - $239.77 $384,728 - $439,498
1,833 Added 4.32%
44,244 $10.1 Million
Q3 2023

Oct 13, 2023

SELL
$218.49 - $247.52 $47,193 - $53,464
-216 Reduced 0.51%
42,411 $10.1 Million
Q2 2023

Jul 14, 2023

BUY
$180.95 - $217.9 $1.04 Million - $1.25 Million
5,721 Added 15.5%
42,627 $9.27 Million
Q1 2023

Apr 20, 2023

BUY
$192.0 - $255.57 $647,040 - $861,270
3,370 Added 10.05%
36,906 $7.47 Million
Q4 2022

Jan 27, 2023

BUY
$206.94 - $269.62 $142,995 - $186,307
691 Added 2.1%
33,536 $0
Q3 2022

Oct 24, 2022

SELL
$172.53 - $233.2 $487,052 - $658,323
-2,823 Reduced 7.91%
32,845 $8.09 Million
Q2 2022

Jul 19, 2022

SELL
$167.48 - $218.52 $538,113 - $702,104
-3,213 Reduced 8.26%
35,668 $6.3 Million
Q1 2022

Apr 14, 2022

BUY
$143.67 - $190.77 $336,906 - $447,355
2,345 Added 6.42%
38,881 $7.17 Million
Q4 2021

Jan 19, 2022

BUY
$152.65 - $175.02 $744,168 - $853,222
4,875 Added 15.4%
36,536 $6.54 Million
Q3 2021

Oct 08, 2021

BUY
$127.58 - $161.13 $653,082 - $824,824
5,119 Added 19.29%
31,661 $4.96 Million
Q2 2021

Jul 29, 2021

BUY
$134.61 - $156.7 $808,198 - $940,826
6,004 Added 29.23%
26,542 $3.58 Million
Q1 2021

Apr 23, 2021

BUY
$103.11 - $146.29 $473,893 - $672,348
4,596 Added 28.83%
20,538 $3 Million
Q4 2020

Feb 08, 2021

BUY
$76.15 - $104.25 $463,296 - $634,257
6,084 Added 61.72%
15,942 $1.66 Million
Q3 2020

Oct 26, 2020

BUY
$74.14 - $85.09 $392,052 - $449,955
5,288 Added 115.71%
9,858 $756,000
Q2 2020

Aug 03, 2020

BUY
$48.65 - $85.54 $222,330 - $390,917
4,570 New
4,570 $358,000

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 Foster Victor Wealth Advisors, LLC Portfolio

Follow Foster Victor Wealth Advisors, LLC 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 Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.