Sanchez Wealth Management Group Lpl Financial Holdings Inc. Transaction History
Sanchez Wealth Management Group
- $341 Million
- Q1 2025
A detailed history of Sanchez Wealth Management Group transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Sanchez Wealth Management Group holds 1,688 shares of LPLA stock, worth $539,805. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,688
Previous 1,686
0.12%
Holding current value
$539,805
Previous $550,000
0.36%
% of portfolio
0.16%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding LPLA
# of Institutions
815Shares Held
71.7MCall Options Held
355KPut Options Held
476K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.31 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.7 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.25 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$976 Million0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$851 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 $25.5B
- 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...