Captrust Financial Advisors Lpl Financial Holdings Inc. Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 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 186,742 shares of LPLA stock, worth $71 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
186,742
Previous 215,870
13.49%
Holding current value
$71 Million
Previous $70.5 Million
13.33%
% of portfolio
0.16%
Previous 0.21%
Shares
29 transactions
Others Institutions Holding LPLA
# of Institutions
877Shares Held
76MCall Options Held
240KPut Options Held
375K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.8 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2.02 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.51MShares$1.34 Billion1.48% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.17 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.02 Billion2.23% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $30.3B
- 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...