A detailed history of Pathstone Holdings, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Pathstone Holdings, LLC holds 36,334 shares of LPLA stock, worth $12.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,334
Previous 43,153 15.8%
Holding current value
$12.2 Million
Previous $12.1 Million 29.84%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Nov 07, 2024

SELL
$193.0 - $282.1 $1.32 Million - $1.92 Million
-6,819 Reduced 15.8%
36,334 $8.46 Million
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $287,435 - $323,767
1,121 Added 2.67%
43,153 $12.1 Million
Q1 2024

May 13, 2024

BUY
$230.75 - $273.77 $337,356 - $400,251
1,462 Added 3.6%
42,032 $11.1 Million
Q4 2023

Feb 14, 2024

BUY
$209.89 - $239.77 $8.52 Million - $9.73 Million
40,570 New
40,570 $9.23 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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