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Lpl Financial Holdings shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Lpl Financial Holdings

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001220.392k220.3925k220.393k220.3935k220.394k674674.5675675.5676
Value ($)Share countHistorical LPLA position of Fundamentun Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Lpl Financial Holdings by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $220k 675 326.51

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View all positions for Fundamentun

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings