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Lpl Financial Holdings shares owned by Marks Group Wealth Management

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

Historical chart of Marks Group Wealth Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Marks Group 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 Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 737 332.69
2025-06-30 $244k 651 374.97

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Intercontinental Exchange (ICE)
Republic Services (RSG)
Ishares Tr Eafe Value Etf (EFV)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Moody's Corporation (MCO)
Msci (MSCI)
Meta Platforms Cl A (META)
Emcor (EME)
Nvent Electric SHS (NVT)
Visa Com Cl A (V)
Curtiss-Wright (CW)

View all positions for Marks Group 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