Lpl Financial Holdings shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.4M | 20k | 264.20 |
| 2023-12-31 | $3.3M | 15k | 227.62 |
| 2023-09-30 | $7.3M | 31k | 237.65 |
| 2023-06-30 | $6.5M | 30k | 217.43 |
| 2023-03-31 | $6.1M | 30k | 202.40 |