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Lpl Financial Holdings shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 11k 264.21
2023-12-31 $2.5M 11k 233.06
2023-09-30 $2.8M 12k 238.17
2023-06-30 $2.3M 11k 217.91
2023-03-31 $2.1M 11k 198.94
2022-12-31 $2.3M 11k 213.39
2022-09-30 $2.3M 11k 216.52
2022-06-30 $2.0M 11k 186.32
2022-03-31 $2.0M 11k 188.58
2021-03-31 $1.5M 11k 143.54