Integrated Wealth Concepts LLC Lpl Financial Holdings Inc. Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,858 shares of LPLA stock, worth $1.08 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,858
Previous 3,863
26.02%
Holding current value
$1.08 Million
Previous $1.26 Million
15.2%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding LPLA
# of Institutions
863Shares Held
78.5MCall Options Held
114KPut Options Held
195K-
Vanguard Group Inc Valley Forge, PA8.3MShares$3.14 Billion0.04% 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$1.23 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...