Summit Investment Advisory Services, LLC Lpl Financial Holdings Inc. Transaction History
Summit Investment Advisory Services, LLC
- $118 Billion
- Q2 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 1,147 shares of LPLA stock, worth $372,924. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,147Holding current value
$372,924% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
879Shares Held
79.1MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.6 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.72 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.19 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$878 Million0.61% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $25.9B
- 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...