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Lpl Financial Holdings shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $278k 988 281.68

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Micron Technology (MU)
Lam Research Corp Com New (LRCX)
Advanced Micro Devices (AMD)
Broadcom (AVGO)
Ase Technology Hldg Sponsored Ads (ASX)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ubs Ag London Branch Etra Bl Co Mat 5 (UCIB)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Legacy Wealth Asset Management

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings