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Lpl Financial Holdings shares owned by ESL Trust Services

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by ESL Trust Services from 13F filings

Historical chart of ESL Trust Services investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by ESL Trust Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by ESL Trust Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8k 25 232.64
2024-06-30 $7.0k 25 279.32

More positions owned by ESL Trust Services

Ishares Core S&p 500 Mutual Fund/sto (IVV)
Spdr Portfolio S&p 500 Growth Mutual Fund/sto (SPYG)
Schwab U.s. Dividend Equity Etf Mutual Fund/sto (SCHD)
Vanguard International Dividend Mutual Fund/sto (VIGI)
Avantis Intl Eq Etf Mutual Fund/sto (AVDE)
Ishares Core S&p Mid-cap Mutual Fund/sto (IJH)
Flexshares Global Quality Real Mutual Fund/sto (GQRE)
Wisdomtree Em Mkts Ex-stt Ownd Mutual Fund/sto (XSOE)
Ishares Faln Angls Usd Bd Etf Mutual Fund/cor (FALN)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Intermediate-term Bond Mutual Fund/gov (BIV)
Ishares Aaa - A Rated Corporate Mutual Fund/cor (QLTA)
SPDR S&P 500 Mutual Fund/sto (SPY)
Vanguard Emerging Markets Mutual Fund/sto (VWO)
Microsoft Corp Common Stock (MSFT)

View all positions for ESL Trust Services

Top funds holding Lpl Financial Holdings

BlackRock
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
WCM Investment Management
Samlyn Capital
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital
First Trust Advisors
Clarkston Capital Partners
TD Asset Management
Marshall Wace
Dimensional Fund Advisors

View all funds holding Lpl Financial Holdings