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Lpl Financial Holdings shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3k 5 264.20

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

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
TD Asset Management
Robeco Investment Management
D. E. Shaw & Co
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
Dimensional Fund Advisors

View all funds holding Lpl Financial Holdings