Family Wealth Partners, LLC Lpl Financial Holdings Inc. Transaction History
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
A detailed history of Family Wealth Partners, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Family Wealth Partners, LLC holds 107,861 shares of LPLA stock, worth $39 Million. This represents 16.74% of its overall portfolio holdings.
Number of Shares
107,861
Previous 147,896
27.07%
Holding current value
$39 Million
Previous $34.4 Billion
2.36%
% of portfolio
16.74%
Previous 17.6%
Shares
5 transactions
Others Institutions Holding LPLA
# of Institutions
716Shares Held
68.3MCall Options Held
647KPut Options Held
548K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.64 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.92 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.12 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$942 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$915 Million0.31% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $28.9B
- 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...