Dynasty Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 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 6,165 shares of LPLA stock, worth $2.28 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,165
Previous 3,882
58.81%
Holding current value
$2.28 Million
Previous $903 Million
122.89%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding LPLA
# of Institutions
735Shares Held
69.2MCall Options Held
647KPut Options Held
558K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.69 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.96 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.14 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$961 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$933 Million0.31% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.4B
- 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...