Lpl Financial Holdings shares owned by Cetera Trust Company
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Cetera Trust Company
from 13F filings
Historical chart of Cetera Trust Company investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Cetera Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $67k | 200 | 332.69 |
| 2025-06-30 | $454k | 1.2k | 374.97 |
| 2025-03-31 | $378k | 1.2k | 327.14 |
| 2024-12-31 | $377k | 1.2k | 326.51 |
| 2024-09-30 | $270k | 1.2k | 232.63 |
| 2024-06-30 | $324k | 1.2k | 279.30 |
| 2024-03-31 | $307k | 1.2k | 264.20 |
| 2023-12-31 | $275k | 1.2k | 227.62 |