Lpl Financial Holdings shares owned by United Asset Strategies
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.7M | 13k | 357.18 |
| 2025-09-30 | $3.6M | 11k | 332.70 |
| 2025-06-30 | $4.1M | 11k | 374.98 |
| 2025-03-31 | $3.6M | 11k | 327.14 |
| 2024-12-31 | $3.7M | 11k | 326.51 |
| 2024-09-30 | $2.6M | 11k | 232.63 |
| 2024-06-30 | $3.1M | 11k | 279.30 |