Lpl Financial Holdings shares owned by SFG Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG Wealth Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $312k | 1.3k | 232.70 |
| 2024-06-30 | $374k | 1.3k | 279.27 |
| 2024-03-31 | $354k | 1.3k | 264.28 |
| 2023-12-31 | $305k | 1.3k | 227.61 |
| 2023-09-30 | $312k | 1.3k | 237.72 |
| 2023-06-30 | $285k | 1.3k | 217.41 |