Wp Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Wp Advisors, LLC
- $363 Million
- Q2 2025
A detailed history of Wp Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wp Advisors, LLC holds 642 shares of LPLA stock, worth $239,729. This represents 0.07% of its overall portfolio holdings.
Number of Shares
642
Previous 681
5.73%
Holding current value
$239,729
Previous $222,000
8.11%
% of portfolio
0.07%
Previous 0.07%
Shares
2 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
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1 Billion2.23% 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...