A detailed history of Northwest Financial Advisors transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Northwest Financial Advisors holds 15,478 shares of LPLA stock, worth $5.09 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
15,478
Previous 15,413 0.42%
Holding current value
$5.09 Million
Previous $4.3 Billion 16.36%
% of portfolio
2.87%
Previous 2.98%

Shares

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

Nov 13, 2024

BUY
$193.0 - $282.1 $12,545 - $18,336
65 Added 0.42%
15,478 $3.6 Billion
Q2 2024

Aug 12, 2024

BUY
$256.41 - $288.82 $4,102 - $4,621
16 Added 0.1%
15,413 $4.3 Billion
Q1 2024

May 09, 2024

BUY
$230.75 - $273.77 $3,922 - $4,654
17 Added 0.11%
15,397 $4.07 Billion
Q4 2023

Feb 07, 2024

BUY
$209.89 - $239.77 $3.23 Million - $3.69 Million
15,380 New
15,380 $3.5 Billion

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 $26.2B
  • 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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