Lpl Financial Holdings shares owned by Garrett Wealth Advisory Group
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Garrett Wealth Advisory Group
from 13F filings
Historical chart of Garrett Wealth Advisory Group investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Garrett Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $893k | 2.5k | 357.17 |
| 2025-09-30 | $832k | 2.5k | 332.69 |
| 2025-06-30 | $937k | 2.5k | 374.97 |
| 2025-03-31 | $818k | 2.5k | 327.14 |
| 2024-12-31 | $1.1M | 3.2k | 326.51 |
| 2024-09-30 | $749k | 3.2k | 232.63 |
| 2024-06-30 | $899k | 3.2k | 279.30 |
| 2024-03-31 | $851k | 3.2k | 264.20 |
| 2019-09-30 | $98k | 1.2k | 81.90 |
More positions owned by Garrett Wealth Advisory Group
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