Avion Wealth Lpl Financial Holdings Inc. Transaction History
Avion Wealth
- $466 Million
- Q3 2025
A detailed history of Avion Wealth transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Avion Wealth holds 6 shares of LPLA stock, worth $2,263. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6
Previous 11
45.45%
Holding current value
$2,263
Previous $4,000
75.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding LPLA
# of Institutions
870Shares Held
80MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$3.01 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.39 Billion1.65% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.22 Billion0.36% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.16 Billion0.59% 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...