Bms Financial Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 1,863 shares of LPLA stock, worth $625,800. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,863
Previous 2,790
33.23%
Holding current value
$625,800
Previous $564,000
28.19%
% of portfolio
0.27%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding LPLA
# of Institutions
702Shares Held
68.6MCall Options Held
647KPut Options Held
549K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.45 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.78 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.04 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$874 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$849 Million0.31% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $26.8B
- 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...