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Lpl Financial Holdings shares owned by Steward Financial Group

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

Historical chart of Steward Financial Group investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Steward Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $46k 196 234.69
2023-06-30 $35k 164 213.41
2023-03-31 $41k 203 201.97
2022-12-31 $37k 174 212.64
2022-06-30 $32k 175 182.86
2022-03-31 $31k 175 177.14

More positions owned by Steward Financial Group

Ishares Tr TRS FLT RT BD (TFLO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us High Profitab (DUHP)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Steward Financial Group

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings