Concurrent Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 885 shares of LPLA stock, worth $303,935. This represents 0.01% of its overall portfolio holdings.
Number of Shares
885
Previous 982
9.88%
Holding current value
$303,935
Previous $368 Million
20.03%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding LPLA
# of Institutions
871Shares Held
80.3MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.74 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.82 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.26 Billion1.65% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.11 Billion0.36% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.06 Billion0.59% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $27.4B
- 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...