Lpl Financial Holdings shares owned by WCM Investment Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by WCM Investment Management
from 13F filings
Historical chart of WCM Investment Management investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by WCM Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $381M | 1.6M | 230.86 |
| 2024-06-30 | $460M | 1.7M | 276.41 |
| 2024-03-31 | $448M | 1.7M | 264.20 |
| 2023-12-31 | $388M | 1.7M | 228.46 |
| 2023-09-30 | $584M | 2.5M | 237.65 |
| 2023-06-30 | $532M | 2.4M | 217.49 |
| 2023-03-31 | $499M | 2.5M | 202.40 |
| 2022-12-31 | $553M | 2.6M | 216.17 |
| 2022-09-30 | $518M | 2.4M | 216.47 |
| 2022-06-30 | $286M | 1.5M | 186.35 |