Lpl Financial Holdings shares owned by Phoenix Holdings
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Phoenix Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Lpl Financial Holdings by Phoenix Holdings
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $6.0M | 23k | 264.27 |
2023-12-31 | $4.7M | 18k | 256.39 |
2023-09-30 | $6.3M | 27k | 237.80 |
2023-06-30 | $4.8M | 22k | 217.62 |
2023-03-31 | $3.2M | 16k | 202.66 |
2022-12-31 | $2.8M | 13k | 216.17 |
2022-09-30 | $418k | 1.9k | 218.73 |
2022-06-30 | $682k | 3.7k | 184.22 |
2022-03-31 | $1.1M | 6.1k | 185.96 |
2021-12-31 | $1.1M | 6.7k | 161.49 |
2021-09-30 | $1.1M | 7.1k | 158.71 |