Everpar Advisors LLC Lpl Financial Holdings Inc. Transaction History
Everpar Advisors LLC
- $220 Billion
- Q2 2025
A detailed history of Everpar Advisors LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Everpar Advisors LLC holds 2,201 shares of LPLA stock, worth $811,838. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,201
Previous 2,212
0.5%
Holding current value
$811,838
Previous $724 Million
14.05%
% of portfolio
0.38%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding LPLA
# of Institutions
878Shares Held
77.1MCall Options Held
193KPut Options Held
360K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.72 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.96 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.36 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.13 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$989 Million2.23% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.4B
- 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...