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Lpl Financial Holdings shares owned by Alpine Bank Wealth Management

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

Historical chart of Alpine Bank Wealth Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Alpine Bank 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 Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 150 232.63

More positions owned by Alpine Bank Wealth Management

Wisdomtree Floating Rate Treasury Fund (USFR)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Simplify Exchange Traded Fun (MTBA)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchng Traded Fd Tr (IDMO)
Janus Detroit Str Tr (JAAA)
Ishares Tr usa min vo (USMV)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
Colgate-Palmolive Company (CL)
Wells Fargo & Company (WFC)
iShares S&P 500 Growth Index (IVW)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Alpine Bank Wealth Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
BlackRock
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital

View all funds holding Lpl Financial Holdings