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Lpl Financial Holdings shares owned by Vestmark Advisory Solutions

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

Historical chart of Vestmark Advisory Solutions investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Vestmark Advisory Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 17k 227.62
2023-09-30 $4.0M 17k 237.65
2023-06-30 $8.3M 38k 217.43
2023-03-31 $7.7M 38k 202.40
2022-12-31 $8.2M 38k 216.17
2022-09-30 $10M 48k 218.49
2022-06-30 $8.4M 46k 184.47
2022-03-31 $7.4M 40k 182.68
2021-12-31 $5.2M 33k 160.14
2021-09-30 $4.7M 30k 156.78
2021-06-30 $3.7M 27k 134.92
2021-03-31 $3.5M 25k 142.13