Wetzel Investment Advisors, Inc. Lpl Financial Holdings Inc. Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 52 shares of LPLA stock, worth $11,504. This represents 0.01% of its overall portfolio holdings.
Number of Shares
52
Previous 45
15.56%
Holding current value
$11,504
Previous $10,000
30.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
690Shares Held
68.4MCall Options Held
346KPut Options Held
88.9K-
Vanguard Group Inc Valley Forge, PA7.05MShares$1.56 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY6.08MShares$1.34 Billion0.04% of portfolio
-
Janus Henderson Group PLC London, X02.58MShares$570 Million0.38% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD2.37MShares$525 Million0.08% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.36MShares$521 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 $17.6B
- 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...