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Lpl Financial Holdings shares owned by Kolinsky Wealth Management

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

Historical chart of Kolinsky Wealth Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Kolinsky Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $212k 650 326.51
2024-06-30 $221k 791 279.30

More positions owned by Kolinsky Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Home Depot (HD)

View all positions for Kolinsky Wealth Management

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings