Transamerica Financial Advisors, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in LPLA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$79,715
-$305 QoQ
Shares Held
283
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#610
of 761 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $18,713,770 across 30 Capital Markets names. LPLA ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
119,280 | $10,382,131 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,060 | $6,128,902 | |
| 3 | MS |
Morgan Stanley
|
5,650 | $1,181,076 | |
| 4 | SNEX |
StoneX Group Inc.
|
3,279 | $259,041 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,606 | $240,455 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
2,878 | $171,442 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
1,349 | $135,277 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
283 | $79,715 |
All Filings in LPLA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,715 | 283 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $80,020 | 266 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,001 | 56 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,967 | 51 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $374 | 1 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1 | 1 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1 | 1 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1 | 1 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $155,011 | 555 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $146,631 | 555 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $628,231 | 2,760 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $702,968 | 2,958 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $696,210 | 3,202 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $540,205 | 2,669 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||