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Lpl Financial Holdings shares owned by TrinityPoint Wealth

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

Historical chart of TrinityPoint Wealth investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 5.7k 326.51
2024-09-30 $1.3M 5.6k 232.63
2024-06-30 $1.4M 5.0k 279.30

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View all positions for TrinityPoint Wealth

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings