Lpl Financial Holdings shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $478k | 1.7k | 279.32 |
| 2024-03-31 | $513k | 1.9k | 264.20 |
| 2023-12-31 | $460k | 2.0k | 227.62 |
| 2022-12-31 | $1.1M | 5.2k | 216.19 |
| 2022-09-30 | $716k | 3.3k | 218.36 |
| 2022-06-30 | $553k | 3.0k | 184.45 |
| 2022-03-31 | $479k | 2.6k | 182.82 |
| 2021-09-30 | $198k | 1.3k | 156.65 |
| 2021-06-30 | $148k | 1.1k | 135.04 |
| 2021-03-31 | $90k | 635 | 141.73 |
More positions owned by Heritage Wealth Management
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