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
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by EFG Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |