Lpl Financial Holdings shares owned by Drive Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Drive Wealth Management
from 13F filings
Historical chart of Drive Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Drive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 665 | 332.64 |
| 2025-06-30 | $244k | 650 | 374.84 |
| 2025-03-31 | $209k | 638 | 327.00 |
| 2024-12-31 | $216k | 662 | 326.52 |
| 2024-06-30 | $269k | 962 | 279.17 |
| 2024-03-31 | $246k | 929 | 264.25 |
| 2023-09-30 | $201k | 847 | 237.60 |