Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 04, 2022

BUY
$172.53 - $233.2 $111,971 - $151,346
649 Added 40.16%
2,265 $496,000
Q2 2022

Jul 18, 2022

SELL
$167.48 - $218.52 $241,338 - $314,887
-1,441 Reduced 47.14%
1,616 $297,000
Q1 2022

May 10, 2022

BUY
$143.67 - $190.77 $223,119 - $296,265
1,553 Added 103.26%
3,057 $558,000
Q4 2021

Feb 14, 2022

BUY
$152.65 - $175.02 $229,585 - $263,230
1,504 New
1,504 $241,000

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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.