Wcm Investment Management, LLC Lpl Financial Holdings Inc. Transaction History
Wcm Investment Management, LLC
- $35.4 Billion
- Q1 2024
A detailed history of Wcm Investment Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wcm Investment Management, LLC holds 1,697,064 shares of LPLA stock, worth $486 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
1,697,064
Previous 1,696,094
0.06%
Holding current value
$486 Million
Previous $386 Million
16.14%
% of portfolio
1.27%
Previous 1.33%
Shares
8 transactions
Others Institutions Holding LPLA
# of Institutions
677Shares Held
68.3MCall Options Held
346KPut Options Held
88.9K-
Vanguard Group Inc Valley Forge, PA7.05MShares$2.02 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY6.08MShares$1.74 Billion0.04% of portfolio
-
Janus Henderson Group PLC London, X02.58MShares$737 Million0.38% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.37MShares$680 Million0.08% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.36MShares$674 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 $22.8B
- 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...