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 | $2.2M | 6.6k | 332.62 |
| 2025-06-30 | $2.2M | 5.9k | 374.99 |
| 2025-03-31 | $990k | 3.0k | 327.30 |
| 2023-12-31 | $3.5M | 15k | 227.62 |
| 2023-09-30 | $5.2M | 22k | 237.72 |
| 2023-06-30 | $5.1M | 23k | 217.35 |
| 2023-03-31 | $4.6M | 23k | 202.45 |
| 2022-12-31 | $4.0M | 19k | 214.82 |
| 2022-09-30 | $3.7M | 17k | 218.34 |