Ever Source Wealth Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,233 shares of LPLA stock, worth $411,119. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,233
Previous 1,613
23.56%
Holding current value
$411,119
Previous $527,000
12.33%
% of portfolio
0.02%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding LPLA
# of Institutions
871Shares Held
79.3MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.66 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.77 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.23 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.03 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$901 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 $26.6B
- 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...