Garrett Wealth Advisory Group, LLC Lpl Financial Holdings Inc. Transaction History
Garrett Wealth Advisory Group, LLC
- $447 Million
- Q1 2025
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 2,500 shares of LPLA stock, worth $924,599. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,500
Previous 3,219
22.34%
Holding current value
$924,599
Previous $1.05 Million
22.26%
% of portfolio
0.18%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding LPLA
# of Institutions
883Shares Held
78.7MCall Options Held
193KPut Options Held
360K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.73 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.96 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.36 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.13 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$992 Million2.23% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.5B
- 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...