Summit Investment Advisors, Inc. Lpl Financial Holdings Inc. Transaction History
Summit Investment Advisors, Inc.
- $121 Billion
- Q2 2025
A detailed history of Summit Investment Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 1,147 shares of LPLA stock, worth $363,966. This represents 0.35% of its overall portfolio holdings.
Number of Shares
1,147
Previous 1,147
-0.0%
Holding current value
$363,966
Previous $380 Million
11.71%
% of portfolio
0.35%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
880Shares Held
79.2MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.53 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.68 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.17 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$977 Million0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$857 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 $25.3B
- 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...