Cassady Schiller Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 3 shares of LPLA stock, worth $981. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3Holding current value
$981% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
787Shares Held
69.9MCall Options Held
355KPut Options Held
486K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.36 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.73 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.28 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$998 Million0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$870 Million2.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $26.1B
- 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...