Heritage Family Offices, LLP Lpl Financial Holdings Inc. Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,749 shares of LPLA stock, worth $654,091. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,749
Previous 1,727
1.27%
Holding current value
$654,091
Previous $402 Million
42.15%
% of portfolio
0.29%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
771Shares Held
70.2MCall Options Held
545KPut Options Held
525K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.7 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.98 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.46 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$1.14 Billion0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$995 Million2.09% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.8B
- 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...