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Lpl Financial Holdings shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2M 41k 227.62

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Lpl Financial Holdings

Vanguard Group
Henderson Group
T. Rowe Price Associates
Lone Pine Capital
WCM Investment Management
Clarkston Capital Partners
Millennium Management
Samlyn Capital
Robeco Investment Management
D. E. Shaw & Co
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
TD Asset Management
Damian Sousa

View all funds holding Lpl Financial Holdings