Lpl Financial Holdings shares owned by Vestmark Advisory Solutions
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Vestmark Advisory Solutions
from 13F filings
Historical chart of Vestmark Advisory Solutions investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Vestmark Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.8M | 21k | 326.51 |
| 2024-09-30 | $4.7M | 20k | 232.63 |
| 2024-06-30 | $5.3M | 19k | 279.30 |
| 2024-03-31 | $4.9M | 19k | 264.20 |
| 2023-12-31 | $3.9M | 17k | 227.62 |
| 2023-09-30 | $4.0M | 17k | 237.65 |
| 2023-06-30 | $8.3M | 38k | 217.43 |
| 2023-03-31 | $7.7M | 38k | 202.40 |
| 2022-12-31 | $8.2M | 38k | 216.17 |
| 2022-09-30 | $10M | 48k | 218.49 |
| 2022-06-30 | $8.4M | 46k | 184.47 |
| 2022-03-31 | $7.4M | 40k | 182.68 |
| 2021-12-31 | $5.2M | 33k | 160.14 |
| 2021-09-30 | $4.7M | 30k | 156.78 |
| 2021-06-30 | $3.7M | 27k | 134.92 |
| 2021-03-31 | $3.5M | 25k | 142.13 |
More positions owned by Vestmark Advisory Solutions
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