Philip James Wealth Mangement, LLC Lpl Financial Holdings Inc. Transaction History
Philip James Wealth Mangement, LLC
- $863 Billion
- Q4 2025
A detailed history of Philip James Wealth Mangement, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 1,446 shares of LPLA stock, worth $535,873. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,446
Previous 1,365
5.93%
Holding current value
$535,873
Previous $454 Million
13.66%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding LPLA
# of Institutions
864Shares Held
79.6MCall Options Held
206KPut Options Held
236K-
Vanguard Group Inc Valley Forge, PA8.3MShares$3.08 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.97 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.67MShares$1.36 Billion1.34% of portfolio
-
Dodge & Cox San Francisco, CA3.33MShares$1.23 Billion0.64% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.24MShares$1.2 Billion0.36% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $29.6B
- 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...