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Lpl Financial Holdings shares owned by Riverpoint Wealth Management Holdings

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

Historical chart of Riverpoint Wealth Management Holdings investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Riverpoint Wealth Management Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $349k 1.5k 227.62
2023-09-30 $364k 1.5k 237.65
2023-06-30 $333k 1.5k 217.43
2023-03-31 $310k 1.5k 202.40
2022-12-31 $331k 1.5k 216.17
2022-09-30 $335k 1.5k 218.67
2022-06-30 $283k 1.5k 184.73
2022-03-31 $280k 1.5k 182.77
2021-12-31 $245k 1.5k 159.92
2021-09-30 $240k 1.5k 156.66