Unique Wealth Strategies »

Lpl Financial Holdings shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lpl Financial Holdings by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $442k 1.7k 264.24

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding Lpl Financial Holdings

Vanguard Group
Henderson Group
T. Rowe Price Associates
Lone Pine Capital
WCM Investment Management
Clarkston Capital Partners
Millennium Management
Samlyn Capital
TD Asset Management
Robeco Investment Management
D. E. Shaw & Co
Bank of New York Mellon
Jpmorgan Chase & Co
Norges Bank Investment Management
Dimensional Fund Advisors

View all funds holding Lpl Financial Holdings