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Lpl Financial Holdings shares owned by Carnick & Kubik

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Carnick & Kubik from 13F filings

Historical chart of Carnick & Kubik investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Carnick & Kubik consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Carnick & Kubik

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.4M 32k 264.20

More positions owned by Carnick & Kubik

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Amazon (AMZN)
Lam Research Corporation (LRCX)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Indl (XLI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)

View all positions for Carnick & Kubik

Top funds holding Lpl Financial Holdings

Vanguard Group
Henderson Group
T. Rowe Price Associates
Lone Pine Capital
WCM Investment Management
Clarkston Capital Partners
Millennium Management
Samlyn Capital
Robeco Investment Management
D. E. Shaw & Co
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
TD Asset Management
Damian Sousa

View all funds holding Lpl Financial Holdings