A detailed history of Vontobel Holding Ltd. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Vontobel Holding Ltd. holds 2,062 shares of LPLA stock, worth $690,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,062
Previous 2,062 -0.0%
Holding current value
$690,625
Previous $575,000 16.7%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$256.41 - $288.82 $38,461 - $43,323
-150 Reduced 6.78%
2,062 $575,000
Q1 2024

May 10, 2024

SELL
$230.75 - $273.77 $112,606 - $133,599
-488 Reduced 18.07%
2,212 $584,000
Q2 2023

Jun 03, 2024

SELL
$180.95 - $217.9 $33,294 - $40,093
-184 Reduced 11.99%
1,350 $293,000
Q2 2023

Jul 24, 2023

SELL
$180.95 - $217.9 $66,589 - $80,187
-368 Reduced 11.99%
2,700 $587,000
Q1 2023

Jun 03, 2024

SELL
$192.0 - $255.57 $130,176 - $173,276
-678 Reduced 30.65%
1,534 $310,000
Q1 2023

Apr 12, 2023

BUY
$192.0 - $255.57 $294,528 - $392,044
1,534 Added 100.0%
3,068 $620,000
Q4 2022

Feb 14, 2023

BUY
$206.94 - $269.62 $42,422 - $55,272
205 Added 15.43%
1,534 $331,000
Q3 2022

Nov 04, 2022

BUY
$172.53 - $233.2 $229,292 - $309,922
1,329 New
1,329 $290,000

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
Track This Portfolio

Track Vontobel Holding Ltd. Portfolio

Follow Vontobel Holding Ltd. 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 Vontobel Holding Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Vontobel Holding Ltd. with notifications on news.