A detailed history of Moneco Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Moneco Advisors, LLC holds 2,367 shares of LPLA stock, worth $792,779. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,367
Previous 2,396 1.21%
Holding current value
$792,779
Previous $669,000 17.79%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Oct 24, 2024

SELL
$193.0 - $282.1 $5,597 - $8,180
-29 Reduced 1.21%
2,367 $550,000
Q2 2024

Jul 19, 2024

SELL
$256.41 - $288.82 $5,128 - $5,776
-20 Reduced 0.83%
2,396 $669,000
Q1 2024

Apr 25, 2024

BUY
$230.75 - $273.77 $114,913 - $136,337
498 Added 25.96%
2,416 $638,000
Q4 2023

Mar 13, 2024

BUY
$209.89 - $239.77 $2,938 - $3,356
14 Added 0.74%
1,918 $436,000
Q4 2023

Feb 05, 2024

BUY
$209.89 - $239.77 $2,938 - $3,356
14 Added 0.74%
1,918 $436,000
Q3 2023

Mar 13, 2024

BUY
$218.49 - $247.52 $5,680 - $6,435
26 Added 1.38%
1,904 $452,000
Q3 2023

Nov 03, 2023

BUY
$218.49 - $247.52 $5,680 - $6,435
26 Added 1.38%
1,904 $452,000
Q2 2023

Mar 13, 2024

SELL
$180.95 - $217.9 $7,238 - $8,716
-40 Reduced 2.09%
1,878 $408,000
Q2 2023

Aug 02, 2023

BUY
$180.95 - $217.9 $9,228 - $11,112
51 Added 2.79%
1,878 $408,000
Q1 2023

May 11, 2023

BUY
$192.0 - $255.57 $12,096 - $16,100
63 Added 3.57%
1,827 $369,000
Q4 2022

Jan 27, 2023

BUY
$206.94 - $269.62 $10,760 - $14,020
52 Added 3.04%
1,764 $381,000
Q2 2022

Aug 10, 2022

BUY
$167.48 - $218.52 $167 - $218
1 Added 0.06%
1,712 $316,000
Q4 2021

Feb 08, 2022

SELL
$152.65 - $175.02 $2,900 - $3,325
-19 Reduced 1.1%
1,711 $296,000
Q3 2021

Nov 03, 2021

BUY
$127.58 - $161.13 $765 - $966
6 Added 0.35%
1,730 $271,000
Q2 2021

Aug 10, 2021

BUY
$134.61 - $156.7 $6,730 - $7,834
50 Added 2.99%
1,724 $233,000
Q1 2021

May 17, 2021

BUY
$103.11 - $146.29 $172,606 - $244,889
1,674 New
1,674 $238,000

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 $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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