Lpl Financial Holdings shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $295k | 1.1k | 279.31 |
| 2024-03-31 | $701k | 2.7k | 264.20 |
| 2023-12-31 | $613k | 2.7k | 227.62 |
| 2023-09-30 | $963k | 4.1k | 237.68 |
| 2023-06-30 | $885k | 4.1k | 217.46 |
| 2023-03-31 | $789k | 3.9k | 202.42 |
| 2022-12-31 | $833k | 3.9k | 216.14 |
| 2022-09-30 | $0 | 3.9k | 0.00 |
| 2022-06-30 | $502k | 2.8k | 181.82 |