Dogwood Wealth Management LLC Lpl Financial Holdings Inc. Transaction History
Dogwood Wealth Management LLC
- $174 Billion
- Q3 2024
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
783Shares Held
70MCall Options Held
355KPut Options Held
486K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.68 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.97 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.45 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$1.13 Billion0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$989 Million2.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.7B
- 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...