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Lpl Financial Holdings shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1k 23 264.22
2023-12-31 $5.2k 23 227.61
2023-09-30 $19k 80 237.65
2023-06-30 $12k 55 217.44

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View all positions for GoalVest Advisory

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
FMR
Henderson Group
T. Rowe Price Associates
Robeco Investment Management
WCM Investment Management
Lone Pine Capital
Geode Capital Management
Clarkston Capital Partners
Morgan Stanley
Samlyn Capital
TD Asset Management
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Lpl Financial Holdings