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Lpl Financial Holdings shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $336k 1.4k 232.65
2024-06-30 $1.9M 6.7k 279.31
2024-03-31 $1.7M 6.5k 264.20

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
BlackRock
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital

View all funds holding Lpl Financial Holdings