FinTrust Capital Advisors »

Lpl Financial Holdings shares owned by FinTrust Capital Advisors

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by FinTrust Capital Advisors from 13F filings

Historical chart of FinTrust Capital Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by FinTrust Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lpl Financial Holdings by FinTrust Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $449k 2.0k 224.34
2023-09-30 $7.4k 31 237.68
2023-06-30 $11k 51 216.18
2023-03-31 $11k 51 216.18
2022-12-31 $11k 51 216.18
2022-09-30 $14k 56 250.00
2022-06-30 $6.0k 33 181.82

More positions owned by FinTrust Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Cr 5 10 Yr Etf (IMTB)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Core Msci Emkt (IEMG)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
AFLAC Incorporated (AFL)

View all positions for FinTrust Capital Advisors

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
BlackRock
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital

View all funds holding Lpl Financial Holdings