A detailed history of Golden State Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 500 shares of LPLA stock, worth $180,900. This represents 0.02% of its overall portfolio holdings.

Number of Shares
500
Holding current value
$180,900
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$229.85 - $335.91 $114,925 - $167,955
500 New
500 $163 Million
Q2 2020

Aug 11, 2020

SELL
$48.65 - $85.54 $22,087 - $38,835
-454 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$39.02 - $98.86 $17,715 - $44,882
454 New
454 $25,000

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 $28.9B
  • 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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