Potentia Wealth Lpl Financial Holdings Inc. Transaction History
Potentia Wealth
- $213 Billion
- Q1 2025
A detailed history of Potentia Wealth transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Potentia Wealth holds 1,578 shares of LPLA stock, worth $594,511. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,578
Previous 1,577
0.06%
Holding current value
$594,511
Previous $515 Million
0.23%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
840Shares Held
73.9MCall Options Held
356KPut Options Held
476K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.78 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.47 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$1.15 Billion0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$1 Billion2.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $30.1B
- 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...