Sterling Group Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 6,629 shares of LPLA stock, worth $2.11 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
6,629
Previous 6,629
-0.0%
Holding current value
$2.11 Million
Previous $1.85 Million
16.69%
% of portfolio
0.82%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding LPLA
# of Institutions
696Shares Held
68.8MCall Options Held
110KPut Options Held
132K-
Vanguard Group Inc Valley Forge, PA7.19MShares$2.29 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.69 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$986 Million0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$823 Million1.81% of portfolio
-
Janus Henderson Group PLC London, X02.54MShares$808 Million0.39% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $25.4B
- 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...