Portside Wealth Group, LLC Lpl Financial Holdings Inc. Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
A detailed history of Portside Wealth Group, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 933 shares of LPLA stock, worth $284,471. This represents 0.04% of its overall portfolio holdings.
Number of Shares
933
Previous 822
13.5%
Holding current value
$284,471
Previous $230 Million
5.46%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
699Shares Held
68.7MCall Options Held
110KPut Options Held
132K-
Vanguard Group Inc Valley Forge, PA7.19MShares$2.19 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.62 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$790 Million1.81% of portfolio
-
Janus Henderson Group PLC London, X02.54MShares$775 Million0.39% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.1MShares$640 Million0.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $24.3B
- 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...