A detailed history of Private Wealth Management Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 49 shares of LPLA stock, worth $16,411. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49
Previous 54 9.26%
Holding current value
$16,411
Previous $15.1 Million 24.42%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 29, 2024

SELL
$193.0 - $282.1 $965 - $1,410
-5 Reduced 9.26%
49 $11.4 Million
Q2 2024

Aug 13, 2024

BUY
$256.41 - $288.82 $7,948 - $8,953
31 Added 134.78%
54 $15.1 Million
Q4 2023

Feb 08, 2024

BUY
$209.89 - $239.77 $4,827 - $5,514
23 New
23 $5.24 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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