Wsfs Capital Management, LLC Lpl Financial Holdings Inc. Transaction History
Wsfs Capital Management, LLC
- $1.79 Billion
- Q2 2025
A detailed history of Wsfs Capital Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 844 shares of LPLA stock, worth $285,685. This represents 0.02% of its overall portfolio holdings.
Number of Shares
844Holding current value
$285,685% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
869Shares Held
80MCall Options Held
115KPut Options Held
192K-
Vanguard Group Inc Valley Forge, PA7.99MShares$2.7 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.79 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.24 Billion1.65% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.1 Billion0.36% of portfolio
-
Janus Henderson Group PLC London, X03.08MShares$1.04 Billion0.59% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $27B
- 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...