Cherry Tree Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5 shares of LPLA stock, worth $1,886. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 5
-0.0%
Holding current value
$1,886
Previous $1.64 Million
14.61%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
870Shares Held
80MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$3.01 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.39 Billion1.65% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.22 Billion0.36% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.16 Billion0.59% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $30.1B
- 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...