Bartlett & Co. Wealth Management LLC Lpl Financial Holdings Inc. Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
709Shares Held
68.8MCall Options Held
110KPut Options Held
135K-
Vanguard Group Inc Valley Forge, PA7.19MShares$1.91 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.41 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$688 Million1.81% of portfolio
-
Janus Henderson Group PLC London, X02.54MShares$676 Million0.39% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.1MShares$558 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 $21.2B
- 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...