Cherry Tree Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
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 $1,561. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 5
-0.0%
Holding current value
$1,561
Previous $1.32 Million
5.75%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
696Shares Held
68.8MCall Options Held
110KPut Options Held
132K-
Vanguard Group Inc Valley Forge, PA7.19MShares$2.24 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.66 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$809 Million1.81% of portfolio
-
Janus Henderson Group PLC London, X02.54MShares$794 Million0.39% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.1MShares$656 Million0.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $24.9B
- 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...