Lpl Financial Holdings shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22k | 83 | 265.42 |
| 2023-12-31 | $19k | 83 | 228.57 |
| 2023-09-30 | $20k | 83 | 238.49 |
| 2023-06-30 | $18k | 83 | 218.07 |
| 2023-03-31 | $17k | 83 | 202.86 |
| 2022-12-31 | $18k | 83 | 216.52 |
| 2022-09-30 | $18k | 83 | 216.87 |
| 2022-06-30 | $15k | 83 | 180.72 |
| 2022-03-31 | $15k | 83 | 180.72 |
| 2021-12-31 | $13k | 83 | 156.63 |
| 2021-09-30 | $14k | 83 | 168.67 |
| 2021-06-30 | $12k | 83 | 144.58 |
| 2021-03-31 | $12k | 83 | 144.58 |
| 2020-12-31 | $9.0k | 83 | 108.43 |
| 2020-09-30 | $7.0k | 83 | 84.34 |
| 2020-06-30 | $7.0k | 83 | 84.34 |
| 2020-03-31 | $5.0k | 83 | 60.24 |
| 2019-12-31 | $8.0k | 83 | 96.39 |