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Lpl Financial Holdings shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 8.5k 340.60
2025-06-30 $2.6M 7.1k 364.96
2024-12-31 $2.6k 8 327.00
2024-09-30 $1.8k 8 230.88
2024-06-30 $2.2k 8 279.25

More positions owned by Coppell Advisory Solutions

Ea Series Trust Burney Us Fctr (BRNY)
Listed Fds Tr Relative Strengt (RSMV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Listed Fds Tr Yields For You I (YFYA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Coppell Advisory Solutions

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings