Lpl Financial Holdings shares owned by Phoenix Holdings
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.0M | 23k | 264.27 |
| 2023-12-31 | $4.7M | 18k | 256.39 |
| 2023-09-30 | $6.3M | 27k | 237.80 |
| 2023-06-30 | $4.8M | 22k | 217.62 |
| 2023-03-31 | $3.2M | 16k | 202.66 |
| 2022-12-31 | $2.8M | 13k | 216.17 |
| 2022-09-30 | $418k | 1.9k | 218.73 |
| 2022-06-30 | $682k | 3.7k | 184.22 |
| 2022-03-31 | $1.1M | 6.1k | 185.96 |
| 2021-12-31 | $1.1M | 6.7k | 161.49 |
| 2021-09-30 | $1.1M | 7.1k | 158.71 |