Concurrent Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 965 shares of LPLA stock, worth $372,499. This represents 0.01% of its overall portfolio holdings.
Number of Shares
965
Previous 1,064
9.3%
Holding current value
$372,499
Previous $348 Million
9.21%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding LPLA
# of Institutions
864Shares Held
76.1MCall Options Held
240KPut Options Held
375K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.85 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2.05 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.51MShares$1.36 Billion1.48% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.18 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.04 Billion2.23% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $30.8B
- 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...