Lpl Financial Holdings shares owned by Garrett Investment Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Garrett Investment Advisors
from 13F filings
Historical chart of Garrett Investment Advisors investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Garrett Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lpl Financial Holdings by Garrett Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 7.0k | 332.69 |
| 2025-06-30 | $2.6M | 6.8k | 374.97 |
| 2025-03-31 | $2.2M | 6.7k | 327.14 |
| 2024-12-31 | $2.5M | 7.5k | 326.51 |
| 2024-09-30 | $1.9M | 8.0k | 232.63 |
| 2024-06-30 | $2.0M | 7.1k | 279.30 |
| 2024-03-31 | $1.8M | 6.8k | 264.20 |
| 2023-12-31 | $1.4M | 6.0k | 227.62 |
More positions owned by Garrett Investment Advisors
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