Lpl Financial Holdings shares owned by Moran Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Moran Wealth Management
from 13F filings
Historical chart of Moran Wealth Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Moran Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $653k | 2.8k | 232.63 |
| 2024-06-30 | $479k | 1.7k | 279.30 |
| 2024-03-31 | $309k | 1.2k | 264.20 |
| 2023-06-30 | $2.0M | 9.0k | 217.43 |
| 2023-03-31 | $1.9M | 9.3k | 202.40 |
| 2022-12-31 | $473k | 2.2k | 216.17 |