Lri Investments, LLC Lpl Financial Holdings Inc. Transaction History
Lri Investments, LLC
- $1.18 Trillion
- Q2 2025
A detailed history of Lri Investments, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Lri Investments, LLC holds 598 shares of LPLA stock, worth $223,299. This represents 0.02% of its overall portfolio holdings.
Number of Shares
598
Previous 577
3.64%
Holding current value
$223,299
Previous $189 Million
18.65%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding LPLA
# of Institutions
880Shares Held
81MCall Options Held
144KPut Options Held
327K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.98 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.98 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.37 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.15 Billion0.58% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$1.01 Billion0.61% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.8B
- 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...