Koshinski Asset Management, Inc. Lpl Financial Holdings Inc. Transaction History

Koshinski Asset Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$256.41 - $288.82 $59,999 - $67,583	-234 Reduced 23.85%	747 $208,000
Q1 2024 May 08, 2024	BUY	$230.75 - $273.77 $226,365 - $268,568	981 New	981 $259,000
Q3 2022 Oct 20, 2022	BUY	$172.53 - $233.2 $160,280 - $216,642	929 New	929 $203,000
Q2 2022 Jul 12, 2022	SELL	$167.48 - $218.52 $85,749 - $111,882	-512 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$143.67 - $190.77 $11,780 - $15,643	82 Added 19.07%	512 $93.5 Million
Q4 2021 Jan 14, 2022	BUY	$152.65 - $175.02 $1,679 - $1,925	11 Added 2.63%	430 $68.8 Million
Q3 2021 Oct 12, 2021	BUY	$127.58 - $161.13 $53,456 - $67,513	419 New	419 $65,000

702

68.6M

647K

549K

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...

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