First United Bank & Trust Lpl Financial Holdings Inc. Transaction History
First United Bank & Trust
- $301 Million
- Q4 2025
A detailed history of First United Bank & Trust transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, First United Bank & Trust holds 8 shares of LPLA stock, worth $2,964. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8
Previous 23
65.22%
Holding current value
$2,964
Previous $7,000
71.43%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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...