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Lpl Financial Holdings shares owned by CFG Asset Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by CFG Asset Management from 13F filings

Historical chart of CFG Asset Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by CFG Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by CFG Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $124k 545 227.62
2023-09-30 $130k 545 237.65
2023-06-30 $119k 545 217.43
2023-03-31 $110k 545 202.40

More positions owned by CFG Asset Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Vanguard Ftse All-world Ex-us Etf (VEU)
Spdr S&p 500 Etf Etf (SPY)
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Powershares Sp500 Low Volatility Etf Etf (SPLV)
Powershares Dwa Technical Leaders Portfolio Etf (PDP)
Spdr High Yield Bond Etf Etf (JNK)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Ishares Mbs Bond Etf Etf (MBB)
First Trust Nasdaq Semiconductor Etf Etf (FTXL)
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)

View all positions for CFG Asset Management

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