United Asset Strategies, Inc. Lpl Financial Holdings Inc. Transaction History
United Asset Strategies, Inc.
- $1.07 Billion
- Q3 2024
A detailed history of United Asset Strategies, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, United Asset Strategies, Inc. holds 11,236 shares of LPLA stock, worth $3.53 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
11,236
Previous 10,944
2.67%
Holding current value
$3.53 Million
Previous $3.06 Million
14.46%
% of portfolio
0.24%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
705Shares Held
68.6MCall Options Held
647KPut Options Held
549K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.29 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.67 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$973 Million0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$817 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$794 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 $25B
- 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...