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Lpl Financial Holdings shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.7M 42k 227.62
2023-09-30 $10M 42k 237.65
2023-06-30 $8.8M 41k 217.43
2023-03-31 $8.0M 40k 202.40
2022-12-31 $8.5M 39k 216.17
2022-09-30 $12M 53k 218.48
2022-06-30 $11M 58k 184.48
2022-03-31 $11M 61k 182.67
2021-12-31 $11M 68k 160.09
2021-09-30 $11M 68k 156.76
2021-06-30 $9.7M 72k 134.98
2021-03-31 $10M 73k 142.16
2020-12-31 $9.3M 90k 104.22
2020-09-30 $7.1M 92k 76.67
2020-06-30 $7.0M 89k 78.40