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Lpl Financial Holdings shares owned by Gerber Kawasaki Wealth & Investment Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Gerber Kawasaki Wealth & Investment Management from 13F filings

Historical chart of Gerber Kawasaki Wealth & Investment Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Gerber Kawasaki Wealth & Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.9M 28k 279.30
2024-03-31 $7.6M 29k 264.21
2023-09-30 $4.2M 18k 237.66
2023-06-30 $3.7M 17k 217.53
2023-03-31 $2.5M 13k 202.40
2022-12-31 $1.6M 7.3k 216.18
2022-09-30 $962k 4.4k 218.08
2022-06-30 $247k 1.3k 183.78
2021-09-30 $2.0k 2 1000.00