Lpl Financial Holdings shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $207k | 579 | 356.89 |
| 2025-06-30 | $217k | 578 | 374.71 |
| 2023-06-30 | $125k | 573 | 217.27 |
| 2023-03-31 | $0 | 572 | 0.00 |
| 2016-09-30 | $20k | 666 | 29.96 |
| 2016-06-30 | $22 | 961 | 0.02 |
| 2015-12-31 | $10k | 740 | 13.64 |
| 2015-06-30 | $14k | 300 | 46.67 |
| 2015-03-31 | $6.0k | 137 | 43.80 |