Lpl Financial Holdings shares owned by EFG Asset Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by EFG Asset Management
from 13F filings
Historical chart of EFG Asset Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by EFG Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Lpl Financial Holdings by EFG Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $3.5M | 15k | 227.62 |
2023-09-30 | $5.2M | 22k | 237.72 |
2023-06-30 | $5.1M | 23k | 217.35 |
2023-03-31 | $4.6M | 23k | 202.45 |
2022-12-31 | $4.0M | 19k | 214.82 |
2022-09-30 | $3.7M | 17k | 218.34 |