Lpl Financial Holdings shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23k | 100 | 232.63 |
| 2024-06-30 | $28k | 100 | 279.30 |
| 2024-03-31 | $26k | 100 | 264.20 |
| 2023-12-31 | $23k | 100 | 227.62 |
| 2023-09-30 | $24k | 100 | 237.65 |
| 2023-06-30 | $22k | 100 | 217.43 |
| 2023-03-31 | $20k | 100 | 202.40 |
| 2022-12-31 | $22k | 100 | 216.17 |
More positions owned by Tanglewood Legacy Advisors
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