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Lpl Financial Holdings shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Lifestyle 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 Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 1.2k 332.70
2025-06-30 $406k 1.1k 374.98
2025-03-31 $321k 981 327.14
2024-12-31 $293k 898 326.51

More positions owned by Lifestyle Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg Intl (IBND)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bloomberg Intl T (BWX)

View all positions for Lifestyle Asset 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