Schechter Investment Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Schechter Investment Advisors, LLC
- $853 Million
- Q1 2025
A detailed history of Schechter Investment Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,159 shares of LPLA stock, worth $730,799. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,159
Previous 2,761
21.8%
Holding current value
$730,799
Previous $901,000
21.64%
% of portfolio
0.08%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding LPLA
# of Institutions
869Shares Held
80MCall 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
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.1 Billion0.36% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.04 Billion0.59% 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...