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Lpl Financial Holdings shares owned by McMahon Financial Advisors

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by McMahon Financial Advisors from 13F filings

Historical chart of McMahon Financial Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by McMahon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 1.1k 232.63
2024-06-30 $309k 1.1k 279.30
2024-03-31 $655k 2.5k 264.20
2023-12-31 $538k 2.4k 227.62
2023-09-30 $578k 2.4k 237.65