Lpl Financial Holdings shares owned by Wealth Alliance
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Lpl Financial Holdings by Wealth Alliance
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $326k | 1.4k | 227.59 |
2023-09-30 | $337k | 1.4k | 237.59 |
2023-06-30 | $340k | 1.6k | 217.45 |
2023-03-31 | $370k | 1.8k | 202.39 |
2022-12-31 | $410k | 1.9k | 216.19 |
2022-09-30 | $510k | 2.3k | 218.32 |
2022-06-30 | $440k | 2.4k | 184.56 |
2022-03-31 | $337k | 1.8k | 182.56 |
2021-12-31 | $243k | 1.5k | 160.00 |
2021-09-30 | $231k | 1.5k | 156.61 |
2021-03-31 | $200k | 1.4k | 142.05 |