Jfs Wealth Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Jfs Wealth Advisors, LLC
- $1.56 Billion
- Q2 2025
A detailed history of Jfs Wealth Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 67 shares of LPLA stock, worth $22,059. This represents 0.0% of its overall portfolio holdings.
Number of Shares
67
Previous 68
1.47%
Holding current value
$22,059
Previous $22,000
13.64%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding LPLA
# of Institutions
875Shares Held
79.2MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.63 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.75 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.21 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.01 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$890 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 $26.3B
- 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...