A detailed history of Kovitz Investment Group Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 5,649 shares of LPLA stock, worth $1.89 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,649
Previous 5,402 4.57%
Holding current value
$1.89 Million
Previous $1.51 Million 12.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$193.0 - $282.1 $47,671 - $69,678
247 Added 4.57%
5,649 $1.31 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $1.39 Million - $1.56 Million
5,402 New
5,402 $1.51 Million

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
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