Lpl Financial Holdings shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by Financial Advocates Investment 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 Financial Advocates Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.2M | 5.4k | 227.61 |
2023-09-30 | $1.3M | 5.3k | 237.63 |
2023-06-30 | $1.1M | 5.3k | 217.43 |
2023-03-31 | $1.1M | 5.3k | 202.40 |
2022-12-31 | $1.1M | 5.0k | 216.18 |
2022-09-30 | $1.1M | 5.8k | 182.12 |
2022-06-30 | $890k | 4.8k | 184.53 |
2022-03-31 | $877k | 4.8k | 182.71 |
2021-12-31 | $761k | 4.8k | 160.01 |
2021-09-30 | $1.5M | 9.3k | 156.78 |
2021-06-30 | $1.2M | 9.2k | 134.96 |
2021-03-31 | $1.3M | 9.1k | 142.18 |
2020-12-31 | $941k | 9.0k | 104.25 |
2020-09-30 | $631k | 8.2k | 76.63 |
2020-06-30 | $644k | 8.2k | 78.45 |
2020-03-31 | $439k | 8.1k | 54.49 |
2019-12-31 | $1.5M | 17k | 92.24 |
2018-09-30 | $129k | 2.0k | 64.51 |
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