Lpl Financial Holdings shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Dynasty Wealth Management 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 Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 8.7k | 332.68 |
| 2025-06-30 | $2.0M | 5.4k | 374.99 |
| 2025-03-31 | $2.1M | 6.3k | 327.14 |
| 2024-12-31 | $2.0M | 6.2k | 326.51 |
| 2024-09-30 | $903k | 3.9k | 232.64 |
| 2024-06-30 | $441k | 1.6k | 279.26 |
| 2024-03-31 | $217k | 822 | 264.07 |