Fundamentun, LLC Lpl Financial Holdings Inc. Transaction History
Fundamentun, LLC
- $1.73 Billion
- Q1 2025
A detailed history of Fundamentun, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Fundamentun, LLC holds 675 shares of LPLA stock, worth $256,223. This represents 0.01% of its overall portfolio holdings.
Number of Shares
675
Previous 675
-0.0%
Holding current value
$256,223
Previous $220,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
870Shares Held
76MCall Options Held
240KPut Options Held
375K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.8 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2.01 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.51MShares$1.33 Billion1.48% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.16 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.02 Billion2.23% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $30.3B
- 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...