LPL Financial Holdings, headquartered in San Diego, provides independent financial advisors with technology, research, and compliance services, employing 8,400 staff since its IPO on November 18, 2010. The firm offers a comprehensive platform for brokerage and investment advisory services, including diverse financial products.
Greg Gates sold 1,500 shares of LPLA on 5 August at $381.34 per share, worth a total of $572K. They now own 20,489 LPLA shares, or a 7% holding decrease.
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