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Lpl Financial Holdings shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 1.0k 232.81
2024-06-30 $310k 1.1k 279.03
2024-03-31 $300k 1.1k 264.55
2023-12-31 $238k 1.0k 227.53