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Lpl Financial Holdings shares owned by Sanchez Wealth Management Group

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Sanchez Wealth Management Group from 13F filings

Historical chart of Sanchez Wealth Management Group investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Sanchez Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Sanchez Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $435k 1.6k 264.18
2023-12-31 $374k 1.6k 227.62
2023-09-30 $375k 1.6k 237.62
2023-06-30 $343k 1.6k 217.40
2023-03-31 $319k 1.6k 202.45
2022-12-31 $340k 1.6k 216.17
2022-09-30 $343k 1.6k 218.33
2022-06-30 $277k 1.5k 184.42
2022-03-31 $274k 1.5k 182.67
2021-12-31 $240k 1.5k 160.21
2021-09-30 $234k 1.5k 156.52
2021-03-31 $202k 1.4k 142.25