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Lpl Financial Holdings shares owned by Ameliora Wealth Management

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

Historical chart of Ameliora Wealth Management investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Ameliora 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 Ameliora Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $88k 265 332.69
2025-06-30 $90k 265 341.28
2025-03-31 $108k 330 326.51
2024-12-31 $108k 330 326.51

More positions owned by Ameliora Wealth Management

Ishares Tr Investment Grade (IGEB)
Ishares Tr CORE S&P500 ETF (IVV)
Spdr Series Trust Bloomberg Invt (FLRN)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Metropcs Communications (TMUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
SPDR S&P 500 ETF TR Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Microsoft Corp Microsoft Corp (MSFT)

View all positions for Ameliora Wealth Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings