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Lpl Financial Holdings shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 36k 232.63
2024-06-30 $12M 43k 279.30
2024-03-31 $11M 42k 264.20
2023-12-31 $9.2M 41k 227.62

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
BlackRock
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital

View all funds holding Lpl Financial Holdings