Cibc Private Wealth Group, LLC Lpl Financial Holdings Inc. Transaction History
Cibc Private Wealth Group, LLC
- $51.3 Billion
 - Q1 2025
 
A detailed history of Cibc Private Wealth Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 6,329 shares of LPLA stock, worth $2.4 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,329
              Previous 8,025
              
        
           21.13%
        
      
          
        Holding current value
$2.4 Million
            Previous $2.62 Million
            
        
           20.99%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  27 transactions
	
  Others Institutions Holding LPLA
# of Institutions
867Shares Held
80MCall Options Held
115KPut Options Held
192K- 
    
      Vanguard Group Inc Valley Forge, PA7.99MShares$3.03 Billion0.05% of portfolio
 - 
    
      Black Rock Inc. New York, NY5.3MShares$2.01 Billion0.03% of portfolio
 - 
    
      Boston Partners Boston, MA3.67MShares$1.39 Billion1.65% of portfolio
 - 
    
      Massachusetts Financial Services CO Boston, MA3.24MShares$1.23 Billion0.36% of portfolio
 - 
    
      Janus Henderson Group PLC London, X03.08MShares$1.17 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 $30.2B
 - 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...