Coldstream Capital Management Inc Lpl Financial Holdings Inc. Transaction History
Coldstream Capital Management Inc
- $5.98 Billion
- Q2 2025
A detailed history of Coldstream Capital Management Inc transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Coldstream Capital Management Inc holds 1,697 shares of LPLA stock, worth $529,769. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,697
Previous 1,701
0.24%
Holding current value
$529,769
Previous $556,000
14.39%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding LPLA
# of Institutions
879Shares Held
79.2MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.49 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.66 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.15 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$961 Million0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$843 Million0.61% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $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...