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Lpl Financial Holdings shares owned by Legacy Wealth Planning

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

Historical chart of Legacy Wealth Planning investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Legacy Wealth Planning 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 Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $415k 1.9k 218.31
2022-06-30 $347k 1.9k 184.48
2022-03-31 $344k 1.9k 182.88
2021-12-31 $261k 1.6k 160.02
2021-09-30 $224k 1.4k 156.53

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Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
FMR
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital
First Trust Advisors

View all funds holding Lpl Financial Holdings