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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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 |