Tortoise Investment Management, LLC Lpl Financial Holdings Inc. Transaction History
Tortoise Investment Management, LLC
- $905 Million
- Q3 2024
A detailed history of Tortoise Investment Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 150 shares of LPLA stock, worth $48,607. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 131
14.5%
Holding current value
$48,607
Previous $36,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
704Shares Held
68.6MCall Options Held
647KPut Options Held
549K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.36 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.72 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$844 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$819 Million0.31% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $25.8B
- 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...