Aneri Jambusaria - Net Worth and Insider Trading

Aneri Jambusaria Net Worth

The estimated net worth of Aneri Jambusaria is at least $479,909 dollars as of 2024-04-28. Aneri Jambusaria is the Managing Director of LPL Financial Holdings Inc and owns about 1,802 shares of LPL Financial Holdings Inc (LPLA) stock worth over $479,909. Details can be seen in Aneri Jambusaria's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Aneri Jambusaria has not made any transactions after 2023-11-02 and currently still holds the listed stock(s).

Transaction Summary of Aneri Jambusaria

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Aneri Jambusaria Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Aneri Jambusaria owns 1 companies in total, including LPL Financial Holdings Inc (LPLA) .

Click here to see the complete history of Aneri Jambusaria’s form 4 insider trades.

Insider Ownership Summary of Aneri Jambusaria

Ticker Comapny Transaction Date Type of Owner
LPLA LPL Financial Holdings Inc 2023-11-02 Managing Director

Aneri Jambusaria Latest Holdings Summary

Aneri Jambusaria currently owns a total of 1 stock. Aneri Jambusaria owns 1,802 shares of LPL Financial Holdings Inc (LPLA) as of November 2, 2023, with a value of $479,909.

Latest Holdings of Aneri Jambusaria

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
LPLA LPL Financial Holdings Inc 2023-11-02 1,802 266.32 479,909

Holding Weightings of Aneri Jambusaria


Aneri Jambusaria Form 4 Trading Tracker

According to the SEC Form 4 filings, Aneri Jambusaria has made a total of 1 transactions in LPL Financial Holdings Inc (LPLA) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in LPL Financial Holdings Inc is the sale of 1,930 shares on November 2, 2023, which brought Aneri Jambusaria around $429,174.

Insider Trading History of Aneri Jambusaria

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Aneri Jambusaria Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Aneri Jambusaria Ownership Network

Ownership Network List of Aneri Jambusaria

No Data

Ownership Network Relation of Aneri Jambusaria


Aneri Jambusaria Owned Company Details

What does LPL Financial Holdings Inc do?

Who are the key executives at LPL Financial Holdings Inc?

Aneri Jambusaria is the Managing Director of LPL Financial Holdings Inc. Other key executives at LPL Financial Holdings Inc include Managing Director Matthew Enyedi , Managing Director Greg Gates , and Managing Director Kabir Sethi .

LPL Financial Holdings Inc (LPLA) Insider Trades Summary

Over the past 18 months, Aneri Jambusaria made 1 insider transaction in LPL Financial Holdings Inc (LPLA) with a net sale of 1,930. Other recent insider transactions involving LPL Financial Holdings Inc (LPLA) include a net sale of 81,199 shares made by Matthew J Audette , a net sale of 90,868 shares made by Dan H. Arnold , and a net sale of 38,446 shares made by Sallie R. Larsen .

In summary, during the past 3 months, insiders sold 101,656 shares of LPL Financial Holdings Inc (LPLA) in total and bought 0 shares, with a net sale of 101,656 shares. During the past 18 months, 270,285 shares of LPL Financial Holdings Inc (LPLA) were sold and 1,935 shares were bought by its insiders, resulting in a net sale of 268,350 shares.

LPL Financial Holdings Inc (LPLA)'s detailed insider trading history can be found in Insider Trading Tracker table.

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LPL Financial Holdings Inc Insider Transactions

No Available Data

Aneri Jambusaria Mailing Address

Above is the net worth, insider trading, and ownership report for Aneri Jambusaria. You might contact Aneri Jambusaria via mailing address: C/o Lpl Financial Holdings Inc., 4707 Executive Drive, San Diego Ca 92121.

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