A detailed history of Td Private Client Wealth LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Td Private Client Wealth LLC holds 12,079 shares of LPLA stock, worth $3.99 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,079
Previous 10,886 10.96%
Holding current value
$3.99 Million
Previous $3.04 Billion 7.58%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Nov 18, 2024

BUY
$193.0 - $282.1 $230,249 - $336,545
1,193 Added 10.96%
12,079 $2.81 Billion
Q2 2024

Aug 14, 2024

BUY
$256.41 - $288.82 $2.79 Million - $3.14 Million
10,886 New
10,886 $3.04 Billion
Q1 2024

Aug 16, 2024

BUY
$230.75 - $273.77 $229,365 - $272,127
994 Added 7.54%
14,177 $3.75 Billion
Q4 2023

Aug 16, 2024

SELL
$209.89 - $239.77 $100,747 - $115,089
-480 Reduced 3.51%
13,183 $3 Billion
Q3 2023

Aug 16, 2024

SELL
$218.49 - $247.52 $398,744 - $451,724
-1,825 Reduced 11.78%
13,663 $3.25 Billion
Q2 2023

Aug 16, 2024

BUY
$180.95 - $217.9 $680,552 - $819,521
3,761 Added 32.07%
15,488 $3.37 Billion
Q1 2023

Aug 16, 2024

SELL
$192.0 - $255.57 $138,816 - $184,777
-723 Reduced 5.81%
11,727 $2.37 Billion
Q4 2022

Aug 16, 2024

SELL
$206.94 - $269.62 $1.13 Million - $1.47 Million
-5,454 Reduced 30.46%
12,450 $2.69 Billion
Q3 2022

Aug 16, 2024

SELL
$172.53 - $233.2 $109,211 - $147,615
-633 Reduced 3.41%
17,904 $3.91 Billion
Q2 2022

Aug 16, 2024

BUY
$167.48 - $218.52 $14,738 - $19,229
88 Added 0.48%
18,537 $3.42 Billion
Q1 2022

Aug 16, 2024

BUY
$143.67 - $190.77 $299,695 - $397,946
2,086 Added 12.75%
18,449 $3.37 Billion
Q4 2021

Aug 16, 2024

SELL
$152.65 - $175.02 $81,973 - $93,985
-537 Reduced 3.18%
16,363 $2.62 Billion
Q3 2021

Aug 16, 2024

BUY
$127.58 - $161.13 $767,266 - $969,035
6,014 Added 55.25%
16,900 $2.65 Billion
Q2 2021

Aug 16, 2024

BUY
$134.61 - $156.7 $23,960 - $27,892
178 Added 1.05%
17,094 $2.31 Billion
Q1 2021

Aug 16, 2024

BUY
$103.11 - $146.29 $621,753 - $882,128
6,030 Added 55.39%
16,916 $2.4 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 $26.4B
  • 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
Track This Portfolio

Track Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.