A detailed history of Horizon Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 675 shares of LPLA stock, worth $206,563. This represents 0.04% of its overall portfolio holdings.

Number of Shares
675
Previous 621 8.7%
Holding current value
$206,563
Previous $202,000 8.91%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025

BUY
$308.87 - $383.33 $16,678 - $20,699
54 Added 8.7%
675 $220,000
Q4 2024

Jan 13, 2025

BUY
$229.85 - $335.91 $142,736 - $208,600
621 New
621 $202,000

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 $24.4B
  • 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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