Lpl Financial Holdings shares owned by EFG Asset Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by EFG Asset Management
from 13F filings
Historical chart of EFG Asset Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by EFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.1k | 332.69 |
| 2025-06-30 | $1.7M | 4.6k | 374.97 |
| 2025-03-31 | $787k | 2.4k | 327.14 |
| 2023-12-31 | $2.5M | 11k | 227.62 |
| 2023-09-30 | $2.9M | 12k | 238.02 |
| 2023-06-30 | $2.8M | 13k | 217.43 |
| 2023-03-31 | $2.5M | 12k | 202.40 |
| 2022-12-31 | $2.2M | 10k | 216.17 |
| 2022-09-30 | $1.9M | 8.8k | 218.52 |