Whipplewood Advisors, LLC Lpl Financial Holdings Inc. Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Lpl Financial Holdings Inc. stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 512 shares of LPLA stock, worth $185,287. This represents 0.1% of its overall portfolio holdings.
Number of Shares
512Holding current value
$185,287% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding LPLA
# of Institutions
723Shares Held
68.3MCall Options Held
647KPut Options Held
558K-
Vanguard Group Inc Valley Forge, PA7.28MShares$2.63 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...