Private Trust CO Na Lpl Financial Holdings Inc. Transaction History
Private Trust CO Na
- $938 Million
- Q1 2025
A detailed history of Private Trust CO Na transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Private Trust CO Na holds 97 shares of LPLA stock, worth $36,978. This represents 0.0% of its overall portfolio holdings.
Number of Shares
97
Previous 29
234.48%
Holding current value
$36,978
Previous $9,000
244.44%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding LPLA
# of Institutions
863Shares Held
76.1MCall Options Held
240KPut Options Held
375K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.81 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2.02 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.51MShares$1.34 Billion1.48% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.17 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.02 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 $30.4B
- 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...