Flaharty Asset Management »

Lpl Financial Holdings shares owned by Flaharty Asset Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Flaharty Asset Management from 13F filings

Historical chart of Flaharty Asset Management investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Flaharty 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 Flaharty Asset Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $96k 256 374.96
2025-03-31 $84k 256 327.13
2024-09-30 $44k 187 232.62
2023-09-30 $30k 128 237.63

More positions owned by Flaharty Asset Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Rus 1000 Val Etf (IWD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr Financial (XLF)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)
American Centy Etf Tr Diversifid Crp (KORP)
Spdr Series Trust S&p Divid Etf (SDY)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
First Tr Exchange Traded Multi Asset Di (MDIV)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Select Sector Spdr Tr Indl (XLI)
Invesco Exchange Traded Fd T Divid Achievev (PFM)

View all positions for Flaharty Asset Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Massachusetts Financial Services
Robeco Investment Management
Dodge & Cox
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Samlyn Capital
FMR

View all funds holding Lpl Financial Holdings