Heritage Wealth Management, LLC Lpl Financial Holdings Inc. Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,712 shares of LPLA stock, worth $573,400. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,712
Previous 1,940
11.75%
Holding current value
$573,400
Previous $512,000
6.64%
% of portfolio
0.27%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding LPLA
# of Institutions
702Shares Held
68.6MCall Options Held
647KPut Options Held
549K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.44 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.78 Billion0.03% of portfolio
-
Boston Partners Boston, MA3.1MShares$1.04 Billion0.89% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.6MShares$872 Million1.39% of portfolio
-
Janus Henderson Group PLC London, X02.53MShares$847 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 $26.7B
- 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...