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Fidelity fund shares owned by LPL Financial

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Fidelity fund

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All positions including Fidelity fund held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $346k 14k 25.17
2024-03-31 $332k 13k 25.43
2023-09-30 $248k 11k 22.83
2023-06-30 $218k 9.4k 23.29
2022-03-31 $1.0M 43k 23.46

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Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

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