Lpl Financial Holdings shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $560k | 2.6k | 217.43 |
| 2023-03-31 | $504k | 2.5k | 202.40 |
| 2022-12-31 | $539k | 2.5k | 216.17 |
| 2022-09-30 | $757k | 3.5k | 218.47 |
| 2022-06-30 | $626k | 3.4k | 184.33 |
| 2022-03-31 | $630k | 3.4k | 182.71 |
| 2021-12-31 | $547k | 3.4k | 160.04 |
| 2021-09-30 | $302k | 1.9k | 156.72 |
| 2021-06-30 | $298k | 2.2k | 135.02 |
| 2021-03-31 | $257k | 1.8k | 141.91 |
More positions owned by Intercontinental Wealth Advisors
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