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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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All positions including Lpl Financial Holdings held by EFG Asset Management consolidated in one spreadsheet with up to 7 years of data

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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
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