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
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |