Lpl Financial Holdings shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 50k | 263.32 |
| 2023-12-31 | $11M | 44k | 237.56 |
| 2023-09-30 | $10M | 42k | 239.77 |
| 2023-06-30 | $9.3M | 43k | 218.49 |
| 2023-03-31 | $7.1M | 37k | 191.90 |
| 2022-12-31 | $7.5M | 34k | 222.34 |
| 2022-09-30 | $8.1M | 33k | 246.43 |
| 2022-06-30 | $6.3M | 36k | 176.49 |
| 2022-03-31 | $7.2M | 39k | 184.33 |
| 2021-12-31 | $6.5M | 37k | 179.03 |
| 2021-09-30 | $5.0M | 32k | 156.75 |
| 2021-06-30 | $3.6M | 27k | 134.99 |
| 2021-03-31 | $3.0M | 21k | 145.92 |
| 2020-12-31 | $1.7M | 16k | 104.19 |
| 2020-09-30 | $756k | 9.9k | 76.69 |
| 2020-06-30 | $358k | 4.6k | 78.34 |
More positions owned by Foster Victor Wealth Advisors
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