Whittier Trust CO Lpl Financial Holdings Inc. Transaction History
Whittier Trust CO
- $8.15 Billion
- Q2 2025
A detailed history of Whittier Trust CO transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Whittier Trust CO holds 25,076 shares of LPLA stock, worth $9.36 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
25,076
Previous 24,366
2.91%
Holding current value
$9.36 Million
Previous $7.97 Million
17.95%
% of portfolio
0.12%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding LPLA
# of Institutions
883Shares Held
79.5MCall Options Held
193KPut Options Held
360K-
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, X03.07MShares$1.15 Billion0.58% 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...