Lpl Financial Holdings shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $232k | 1.1k | 220.56 |
| 2023-03-31 | $248k | 1.2k | 202.45 |
| 2022-12-31 | $421k | 1.8k | 236.23 |
| 2022-09-30 | $875k | 4.0k | 218.37 |
| 2022-06-30 | $1.1M | 6.0k | 184.45 |
| 2022-03-31 | $1.1M | 5.9k | 182.65 |
| 2021-12-31 | $810k | 5.1k | 160.11 |
| 2021-09-30 | $766k | 4.9k | 156.68 |
| 2021-06-30 | $659k | 4.9k | 134.93 |
| 2021-03-31 | $606k | 4.3k | 142.25 |
| 2020-12-31 | $28k | 267 | 104.87 |
More positions owned by Capital Asset Advisory Services
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