Lpl Financial Holdings shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 9.3k | 232.65 |
| 2024-06-30 | $2.6M | 9.2k | 279.29 |
| 2024-03-31 | $2.4M | 9.2k | 264.20 |
| 2023-09-30 | $2.2M | 9.1k | 237.66 |
| 2023-06-30 | $3.6M | 17k | 217.43 |
| 2023-03-31 | $977k | 4.8k | 202.40 |
More positions owned by Beacon Investment Advisors
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