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Lpl Financial Holdings shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 1.2k 332.69

More positions owned by RMR Wealth Builders

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)

View all positions for RMR Wealth Builders

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