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Lpl Financial Holdings shares owned by Buttonwood Financial Advisors

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Buttonwood Financial Advisors from 13F filings

Historical chart of Buttonwood Financial Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Buttonwood Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Buttonwood Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $787k 2.6k 300.83

More positions owned by Buttonwood Financial Advisors

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A (META)
Arrow Electronics (ARW)
Teradyne (TER)
Markel Corporation (MKL)
Amazon (AMZN)
Canadian Natural Resources (CNQ)

View all positions for Buttonwood Financial Advisors

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings