Lpl Financial Holdings shares owned by Philip James Wealth Mangement
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Philip James Wealth Mangement
from 13F filings
Historical chart of Philip James Wealth Mangement investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Philip James Wealth Mangement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 1.4k | 332.80 |
| 2025-06-30 | $288k | 768 | 375.13 |
| 2025-03-31 | $252k | 771 | 327.23 |
More positions owned by Philip James Wealth Mangement
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