Segment Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History
Segment Wealth Management, LLC
- $1.32 Billion
- Q2 2024
A detailed history of Segment Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Segment Wealth Management, LLC holds 30,832 shares of LPLA stock, worth $7.09 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
30,832
Previous 20,381
51.28%
Holding current value
$7.09 Million
Previous $5.38 Million
59.94%
% of portfolio
0.65%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding LPLA
# of Institutions
723Shares Held
69.3MCall Options Held
110KPut Options Held
134K-
Vanguard Group Inc Valley Forge, PA7.19MShares$1.65 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.22 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$595 Million1.81% of portfolio
-
Janus Henderson Group PLC London, X02.54MShares$584 Million0.39% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.1MShares$483 Million0.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $18.3B
- 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...