Net Worth Advisory Group Lpl Financial Holdings Inc. Transaction History
Net Worth Advisory Group
- $451 Billion
- Q2 2025
A detailed history of Net Worth Advisory Group transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Net Worth Advisory Group holds 833 shares of LPLA stock, worth $320,738. This represents 0.07% of its overall portfolio holdings.
Number of Shares
833
Previous 1,353
38.43%
Holding current value
$320,738
Previous $442 Million
29.38%
% of portfolio
0.07%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding LPLA
# of Institutions
878Shares Held
75.9MCall Options Held
193KPut Options Held
360K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.84 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2.04 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.51MShares$1.35 Billion1.48% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.18 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.03 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 $30.7B
- 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...