One Ascent Financial Services LLC Lpl Financial Holdings Inc. Transaction History
One Ascent Financial Services LLC
- $1.53 Billion
- Q1 2025
A detailed history of One Ascent Financial Services LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, One Ascent Financial Services LLC holds 696 shares of LPLA stock, worth $232,505. This represents 0.02% of its overall portfolio holdings.
Number of Shares
696
Previous 792
12.12%
Holding current value
$232,505
Previous $259,000
10.04%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding LPLA
# of Institutions
826Shares Held
73.2MCall Options Held
356KPut Options Held
476K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.41 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.77 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.3 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$1.02 Billion0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$889 Million2.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $26.6B
- 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...