Lifestyle Asset Management, Inc. Lpl Financial Holdings Inc. Transaction History
Lifestyle Asset Management, Inc.
- $182 Billion
- Q1 2025
A detailed history of Lifestyle Asset Management, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 981 shares of LPLA stock, worth $372,544. This represents 0.18% of its overall portfolio holdings.
Number of Shares
981
Previous 898
9.24%
Holding current value
$372,544
Previous $293 Million
9.45%
% of portfolio
0.18%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
863Shares Held
76.1MCall Options Held
240KPut Options Held
375K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.8 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2.01 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.51MShares$1.33 Billion1.48% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.16 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.02 Billion2.23% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $30.3B
- 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...