Summit Trail Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
A detailed history of Summit Trail Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 10,375 shares of LPLA stock, worth $3.84 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,375
Previous 6,584
57.58%
Holding current value
$3.84 Million
Previous $2.47 Million
39.83%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding LPLA
# of Institutions
854Shares Held
79.4MCall 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...