Atria Investments LLC Lpl Financial Holdings Inc. Transaction History
Atria Investments LLC
- $7.93 Billion
- Q2 2025
A detailed history of Atria Investments LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Atria Investments LLC holds 20,110 shares of LPLA stock, worth $7.51 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,110
Previous 19,999
0.56%
Holding current value
$7.51 Million
Previous $6.54 Million
15.26%
% of portfolio
0.1%
Previous 0.09%
Shares
16 transactions
Others Institutions Holding LPLA
# of Institutions
880Shares Held
81MCall Options Held
144KPut Options Held
327K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.98 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.98 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.37 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.15 Billion0.58% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$1.01 Billion0.61% 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...