Shepherd Financial Partners LLC Lpl Financial Holdings Inc. Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 13,755 shares of LPLA stock, worth $3.88 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
13,755
Previous 20,197
31.9%
Holding current value
$3.88 Million
Previous $4.6 Million
20.95%
% of portfolio
0.48%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
676Shares Held
68.4MCall Options Held
346KPut Options Held
88.9K-
Vanguard Group Inc Valley Forge, PA7.05MShares$1.99 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY6.08MShares$1.71 Billion0.04% of portfolio
-
Janus Henderson Group PLC London, X02.58MShares$726 Million0.38% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.37MShares$670 Million0.08% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.36MShares$665 Million1.48% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $22.5B
- 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...