Family Wealth Partners, LLC Lpl Financial Holdings Inc. Transaction History
Family Wealth Partners, LLC
- $176 Billion
- Q1 2024
A detailed history of Family Wealth Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Family Wealth Partners, LLC holds 146,940 shares of LPLA stock, worth $40.1 Million. This represents 22.0% of its overall portfolio holdings.
Number of Shares
146,940
Previous 70,514
108.38%
Holding current value
$40.1 Million
Previous $16.1 Billion
141.87%
% of portfolio
22.0%
Previous 12.39%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
678Shares Held
68.4MCall Options Held
346KPut Options Held
88.9K-
Vanguard Group Inc Valley Forge, PA7.05MShares$1.93 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY6.08MShares$1.66 Billion0.04% of portfolio
-
Janus Henderson Group PLC London, X02.58MShares$704 Million0.38% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.37MShares$649 Million0.08% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.36MShares$644 Million1.48% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $21.8B
- 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...