Stelac Advisory Services LLC Lpl Financial Holdings Inc. Transaction History

Stelac Advisory Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$180.95 - $217.9 $35,647 - $42,926	-197 Reduced 5.42%	3,437 $747,000
Q1 2023 May 09, 2023	SELL	$192.0 - $255.57 $4,800 - $6,389	-25 Reduced 0.68%	3,634 $735,000
Q4 2022 Feb 14, 2023	BUY	$206.94 - $269.62 $41,181 - $53,654	199 Added 5.75%	3,659 $790,000
Q3 2022 Nov 14, 2022	BUY	$172.53 - $233.2 $168,044 - $227,136	974 Added 39.18%	3,460 $756,000
Q2 2022 Aug 10, 2022	BUY	$167.48 - $218.52 $416,355 - $543,240	2,486 New	2,486 $459,000

702

68.6M

647K

549K

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...

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