Lpl Financial Holdings shares owned by CWM Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 9.0k | 227.62 |
| 2023-09-30 | $2.0M | 8.6k | 237.65 |
| 2023-06-30 | $2.2M | 10k | 217.43 |
| 2023-03-31 | $2.9M | 14k | 202.40 |
| 2022-12-31 | $2.1M | 9.9k | 216.17 |
| 2022-09-30 | $2.1M | 9.4k | 218.50 |
| 2022-06-30 | $303k | 1.6k | 184.76 |
| 2020-12-31 | $320k | 3.1k | 104.10 |
| 2020-03-31 | $41k | 750 | 54.67 |