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Lpl Financial Holdings shares owned by O'Brien Wealth Partners

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by O'Brien Wealth Partners from 13F filings

Historical chart of O'Brien Wealth Partners investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 566 357.17
2025-06-30 $212k 566 374.97
2018-09-30 $26k 400 65.00
2018-06-30 $26k 400 65.00
2018-03-31 $24k 400 60.00

More positions owned by O'Brien Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPYM)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTI)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Spdr Series Trust State Street Spd (SPTL)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for O'Brien Wealth Partners

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Capital World Investors
Robeco Investment Management
Henderson Group
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Samlyn Capital
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Lpl Financial Holdings