Sanchez Wealth Management Group Lpl Financial Holdings Inc. Transaction History
Sanchez Wealth Management Group
- $386 Million
- Q2 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 1,689 shares of LPLA stock, worth $571,186. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,689
Previous 1,688
0.06%
Holding current value
$571,186
Previous $552,000
14.67%
% of portfolio
0.16%
Previous 0.16%
Shares
18 transactions
Others Institutions Holding LPLA
# of Institutions
870Shares Held
79.3MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.7 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.79 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.24 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.04 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$914 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 $27B
- 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...