Lpl Financial Holdings shares owned by KWB Wealth
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.9M | 29k | 279.30 |
| 2024-06-30 | $7.5M | 29k | 264.20 |
| 2024-03-31 | $7.5M | 29k | 264.20 |
| 2023-12-31 | $6.5M | 29k | 227.62 |
| 2023-09-30 | $6.1M | 28k | 217.43 |
| 2023-06-30 | $6.1M | 28k | 217.43 |
| 2023-03-31 | $6.0M | 28k | 216.17 |
| 2022-09-30 | $6.2M | 29k | 218.47 |
| 2022-06-30 | $5.2M | 28k | 184.48 |
| 2022-03-31 | $4.6M | 29k | 160.09 |
| 2021-12-31 | $4.6M | 29k | 160.09 |
| 2021-09-30 | $4.6M | 29k | 156.75 |
| 2021-06-30 | $3.9M | 27k | 142.17 |
| 2021-03-31 | $3.9M | 27k | 142.17 |
| 2020-12-31 | $2.8M | 27k | 104.22 |