Alera Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Alera Investment Advisors, LLC
- $822 Million
- Q2 2024
A detailed history of Alera Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 1,057 shares of LPLA stock, worth $223,481. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,057
Previous 2,654
60.17%
Holding current value
$223,481
Previous $701,000
57.92%
% of portfolio
0.04%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding LPLA
# of Institutions
722Shares Held
69.3MCall Options Held
110KPut Options Held
134K-
Vanguard Group Inc Valley Forge, PA7.19MShares$1.52 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.12 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$548 Million1.81% of portfolio
-
Janus Henderson Group PLC London, X02.54MShares$537 Million0.39% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.1MShares$444 Million0.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $16.9B
- 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...