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 $307,330. This represents 0.04% of its overall portfolio holdings.
Number of Shares
933
Previous 822
13.5%
Holding current value
$307,330
Previous $230 Million
5.46%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
703Shares Held
68.6MCall Options Held
647KPut Options Held
549K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.4 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.75 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.02 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$858 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$833 Million0.31% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $26.3B
- 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...