Lpl Financial Holdings shares owned by CI Private Wealth
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by CI Private Wealth
from 13F filings
Historical chart of CI Private Wealth investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by CI Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 32k | 333.00 |
| 2025-06-30 | $14M | 38k | 374.97 |
| 2025-03-31 | $13M | 40k | 327.15 |
| 2024-12-31 | $11M | 35k | 326.52 |
| 2024-09-30 | $7.9M | 34k | 232.63 |
| 2024-06-30 | $9.9M | 35k | 279.30 |
| 2024-03-31 | $9.2M | 35k | 264.18 |
| 2023-12-31 | $16M | 70k | 227.62 |
| 2023-09-30 | $8.5M | 36k | 237.65 |
| 2023-06-30 | $7.1M | 33k | 217.43 |
| 2023-03-31 | $6.9M | 34k | 201.80 |
| 2022-12-31 | $6.2M | 29k | 215.42 |