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
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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 |
|---|---|---|---|
| 2025-06-30 | $260k | 696 | 373.56 |
| 2025-03-31 | $233k | 696 | 334.77 |
| 2024-12-31 | $259k | 792 | 327.02 |
| 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 |
More positions owned by OneAscent Financial Services
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