Regent Peak Wealth Advisors LLC Lpl Financial Holdings Inc. Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding LPLA
# of Institutions
703Shares Held
68.9MCall Options Held
110KPut Options Held
132K-
Vanguard Group Inc Valley Forge, PA7.19MShares$1.9 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY5.3MShares$1.4 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA2.59MShares$684 Million1.81% of portfolio
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Janus Henderson Group PLC London, X02.54MShares$671 Million0.39% of portfolio
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Price T Rowe Associates Inc Baltimore, MD2.1MShares$555 Million0.07% of portfolio
About LPL Financial Holdings Inc.
- Ticker LPLA
- Exchange NASDAQ
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 79,769,800
- Market Cap $21.1B
- 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...