Lpl Financial Holdings shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 936 | 332.69 |
| 2025-06-30 | $352k | 939 | 374.97 |
| 2025-03-31 | $299k | 915 | 327.14 |
| 2024-12-31 | $331k | 1.0k | 326.51 |
| 2022-03-31 | $303k | 1.7k | 182.53 |
| 2021-12-31 | $265k | 1.7k | 160.22 |
| 2021-09-30 | $243k | 1.5k | 156.88 |