Dynasty Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,579 shares of LPLA stock, worth $432,614. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,579
Previous 822
92.09%
Holding current value
$432,614
Previous $217 Million
103.14%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
701Shares Held
68.9MCall Options Held
110KPut Options Held
132K-
Vanguard Group Inc Valley Forge, PA7.19MShares$1.97 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.45 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$710 Million1.81% of portfolio
-
Janus Henderson Group PLC London, X02.54MShares$697 Million0.39% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.1MShares$575 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 $21.9B
- 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...