Forum Financial Management, LP Lpl Financial Holdings Inc. Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 1,019 shares of LPLA stock, worth $384,478. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,019
Previous 1,016
0.3%
Holding current value
$384,478
Previous $380,000
10.79%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding LPLA
# of Institutions
870Shares Held
80MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$3.01 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.39 Billion1.65% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.22 Billion0.36% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.16 Billion0.59% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $30.1B
- 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...