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Lpl Financial Holdings shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $14k 44 326.50
2024-09-30 $10k 44 232.64
2024-06-30 $12k 44 279.30
2024-03-31 $12k 44 264.20
2023-12-31 $10k 44 227.61
2023-09-30 $11k 44 237.66

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Russell 2000 Etf Etf (VTWO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Apple Stock (AAPL)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Global Wealth Strategies & Associates

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
FMR
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
Samlyn Capital
WCM Investment Management
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital
First Trust Advisors

View all funds holding Lpl Financial Holdings