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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
2024-09-30 $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
BlackRock
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital

View all funds holding Lpl Financial Holdings