Vanguard Personalized Indexing Management, LLC Lpl Financial Holdings Inc. Transaction History
Vanguard Personalized Indexing Management, LLC
- $8.6 Billion
- Q2 2025
A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 9,163 shares of LPLA stock, worth $3.1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,163
Previous 7,603
20.52%
Holding current value
$3.1 Million
Previous $2.49 Million
38.12%
% of portfolio
0.04%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding LPLA
# of Institutions
869Shares Held
80MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.7 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.79 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.24 Billion1.65% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.1 Billion0.36% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.04 Billion0.59% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $27B
- 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...