Provence Wealth Management Group Lpl Financial Holdings Inc. Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Provence Wealth Management Group holds 472 shares of LPLA stock, worth $157,378. This represents 0.06% of its overall portfolio holdings.
Number of Shares
472
Previous 472
-0.0%
Holding current value
$157,378
Previous $112,000
4.46%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
871Shares Held
79.3MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.66 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.77 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.23 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.03 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$901 Million0.61% 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...