Family Wealth Partners, LLC Lpl Financial Holdings Inc. Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 2024
A detailed history of Family Wealth Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Family Wealth Partners, LLC holds 147,288 shares of LPLA stock, worth $32.6 Million. This represents 21.35% of its overall portfolio holdings.
Number of Shares
147,288
Previous 146,940
0.24%
Holding current value
$32.6 Million
Previous $38.8 Billion
5.97%
% of portfolio
21.35%
Previous 22.0%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
690Shares Held
68.4MCall Options Held
346KPut Options Held
88.9K-
Vanguard Group Inc Valley Forge, PA7.05MShares$1.56 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY6.08MShares$1.34 Billion0.04% of portfolio
-
Janus Henderson Group PLC London, X02.58MShares$570 Million0.38% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.37MShares$525 Million0.08% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.36MShares$521 Million1.48% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $17.6B
- 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...