Heritage Family Offices, LLP Lpl Financial Holdings Inc. Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,727 shares of LPLA stock, worth $566,335. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,727
Previous 1,712
0.88%
Holding current value
$566,335
Previous $478 Million
15.98%
% of portfolio
0.21%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
702Shares Held
68.6MCall Options Held
647KPut Options Held
549K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.39 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.74 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.02 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$854 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$829 Million0.31% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $26.2B
- 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...