High Note Wealth, LLC Lpl Financial Holdings Inc. Transaction History
High Note Wealth, LLC
- $425 Million
- Q2 2025
A detailed history of High Note Wealth, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, High Note Wealth, LLC holds 34 shares of LPLA stock, worth $11,054. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 34
-0.0%
Holding current value
$11,054
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
880Shares Held
79.2MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.6 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.72 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.19 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$878 Million0.61% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $25.9B
- 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...