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Lpl Financial Holdings shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $30k 100 300.83
2025-12-31 $36k 100 357.17
2025-09-30 $27k 80 332.69

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Micron Technology (MU)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Antero Midstream Corp antero midstream (AM)
Exxon Mobil Corporation (XOM)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
MasTec (MTZ)
Ge Vernova (GEV)

View all positions for Chung Wu Investment Group

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