Captrust Financial Advisors Lpl Financial Holdings Inc. Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 196,213 shares of LPLA stock, worth $72.7 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
196,213
Previous 186,742
5.07%
Holding current value
$72.7 Million
Previous $61.1 Million
20.43%
% of portfolio
0.17%
Previous 0.16%
Shares
30 transactions
Others Institutions Holding LPLA
# of Institutions
862Shares Held
78.5MCall Options Held
171KPut Options Held
235K-
Vanguard Group Inc Valley Forge, PA8.3MShares$3.08 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.97 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.36 Billion1.34% of portfolio
-
Dodge & Cox San Francisco, CA3.33MShares$1.23 Billion0.64% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.2 Billion0.36% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.6B
- 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...