Kula Investments, LLC Lpl Financial Holdings Inc. Transaction History
Kula Investments, LLC
- $405 Billion
- Q1 2023
A detailed history of Kula Investments, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Kula Investments, LLC holds 3,393 shares of LPLA stock, worth $731,225. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,393
Previous 1,644
106.39%
Holding current value
$731,225
Previous $355 Million
93.24%
% of portfolio
0.17%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
691Shares Held
68.4MCall Options Held
346KPut Options Held
88.9K-
Vanguard Group Inc Valley Forge, PA7.05MShares$1.52 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY6.08MShares$1.31 Billion0.04% of portfolio
-
Janus Henderson Group PLC London, X02.58MShares$555 Million0.38% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.37MShares$512 Million0.08% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.36MShares$508 Million1.48% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $17.2B
- 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...