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Lpl Financial Holdings shares owned by Quantum Financial Advisors

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

Historical chart of Quantum Financial Advisors investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 636 332.69
2025-06-30 $239k 636 374.97
2025-03-31 $208k 636 327.14
2024-12-31 $208k 636 326.51

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Global Sustaina (DFSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Markets (DFSE)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Quantum Financial Advisors

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings