Wpg Advisers, LLC Lpl Financial Holdings Inc. Transaction History
Wpg Advisers, LLC
- $107 Billion
- Q1 2025
A detailed history of Wpg Advisers, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wpg Advisers, LLC holds 510 shares of LPLA stock, worth $194,524. This represents 0.16% of its overall portfolio holdings.
Number of Shares
510
Previous 557
8.44%
Holding current value
$194,524
Previous $182 Million
8.26%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
862Shares Held
76MCall Options Held
243KPut Options Held
360K-
Vanguard Group Inc Valley Forge, PA7.37MShares$2.81 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$2.02 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.51MShares$1.34 Billion1.48% of portfolio
-
Janus Henderson Group PLC London, X03.07MShares$1.17 Billion0.58% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.68MShares$1.02 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 $30.4B
- 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...