A detailed history of Retireful, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Retireful, LLC holds 3,680 shares of LPLA stock, worth $1.14 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
3,680
Previous 4,460 17.49%
Holding current value
$1.14 Million
Previous $1.46 Million 17.38%
% of portfolio
1.23%
Previous 0.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

SELL
$308.87 - $383.33 $240,918 - $298,997
-780 Reduced 17.49%
3,680 $1.2 Million
Q4 2024

Jan 14, 2025

BUY
$229.85 - $335.91 $1.03 Million - $1.5 Million
4,460 New
4,460 $1.46 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 $24.8B
  • 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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