Center For Financial Planning, Inc. Lpl Financial Holdings Inc. Transaction History
Center For Financial Planning, Inc.
- $869 Million
- Q2 2025
A detailed history of Center For Financial Planning, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 30 shares of LPLA stock, worth $11,202. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 30
-0.0%
Holding current value
$11,202
Previous $9,000
22.22%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding LPLA
# of Institutions
869Shares Held
78.9MCall Options Held
98.9KPut Options Held
208K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.98 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.98 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.37 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.15 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$1.01 Billion0.61% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.8B
- 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...