Dgs Capital Management, LLC Lpl Financial Holdings Inc. Transaction History
Dgs Capital Management, LLC
- $384 Million
- Q4 2024
A detailed history of Dgs Capital Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Dgs Capital Management, LLC holds 1,241 shares of LPLA stock, worth $464,109. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,241
Previous 1,290
3.8%
Holding current value
$464,109
Previous $300,000
35.0%
% of portfolio
0.11%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding LPLA
# of Institutions
777Shares Held
70MCall Options Held
355KPut Options Held
486K-
Vanguard Group Inc Valley Forge, PA7.22MShares$2.7 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.98 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.91MShares$1.46 Billion1.64% of portfolio
-
Janus Henderson Group PLC London, X03.05MShares$1.14 Billion0.53% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.66MShares$995 Million2.09% 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...