Lpl Financial Holdings shares owned by Root Financial Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $715k | 2.2k | 326.51 |
| 2024-09-30 | $513k | 2.2k | 232.63 |
| 2024-06-30 | $616k | 2.2k | 279.30 |
| 2024-03-31 | $583k | 2.2k | 264.20 |
| 2023-12-31 | $307k | 1.4k | 227.62 |
| 2023-09-30 | $321k | 1.4k | 237.65 |
| 2023-06-30 | $293k | 1.3k | 217.43 |
| 2023-03-31 | $272k | 1.3k | 202.40 |