Lpl Financial Holdings shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $401k | 1.5k | 264.20 |
| 2023-12-31 | $365k | 1.6k | 227.62 |
| 2023-09-30 | $366k | 1.7k | 217.43 |
| 2023-06-30 | $366k | 1.7k | 217.43 |
| 2023-03-31 | $349k | 1.7k | 202.40 |
| 2022-12-31 | $509k | 2.4k | 216.17 |
| 2022-09-30 | $698k | 3.2k | 218.33 |
| 2019-12-31 | $12k | 133 | 90.23 |
| 2019-09-30 | $107k | 1.4k | 76.92 |
| 2019-06-30 | $11k | 133 | 82.71 |
More positions owned by Coastal Investment Advisors
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