Whipplewood Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Whipplewood Advisors, LLC
- $182 Billion
- Q2 2025
A detailed history of Whipplewood Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 495 shares of LPLA stock, worth $184,837. This represents 0.1% of its overall portfolio holdings.
Number of Shares
495
Previous 477
3.77%
Holding current value
$184,837
Previous $159 Million
16.74%
% of portfolio
0.1%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding LPLA
# of Institutions
869Shares Held
78.9MCall Options Held
98.9KPut Options Held
208K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.98 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.98 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.37 Billion1.65% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.15 Billion0.59% of portfolio
-
Dodge & Cox San Francisco, CA2.7MShares$1.01 Billion0.61% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.8B
- 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...