Ep Wealth Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,171 shares of LPLA stock, worth $387,050. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,171
Previous 813
44.03%
Holding current value
$387,050
Previous $227,000
19.82%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
704Shares Held
68.6MCall Options Held
647KPut Options Held
549K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.41 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.75 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.02 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$860 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$836 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 $26.4B
- 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...