A detailed history of Ifg Advisory, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ifg Advisory, LLC holds 810 shares of LPLA stock, worth $300,177. This represents 0.01% of its overall portfolio holdings.

Number of Shares
810
Previous 810 -0.0%
Holding current value
$300,177
Previous $303,000 11.22%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
$283.31 - $388.96 $849 - $1,166
-3 Reduced 0.37%
810 $303,000
Q1 2025

May 08, 2025

BUY
$308.87 - $383.33 $24,709 - $30,666
80 Added 10.91%
813 $265,000
Q4 2024

Feb 14, 2025

BUY
$229.85 - $335.91 $168,480 - $246,222
733 New
733 $239,000
Q2 2024

Jul 30, 2024

BUY
$256.41 - $288.82 $187,948 - $211,705
733 New
733 $204,000

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 $29.6B
  • 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 Ifg Advisory, LLC Portfolio

Follow Ifg Advisory, 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 Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.