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Lpl Financial Holdings shares owned by WealthCare Investment Partners

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by WealthCare Investment Partners from 13F filings

Historical chart of WealthCare Investment Partners investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by WealthCare Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by WealthCare Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 678 317.15
2025-06-30 $260k 678 383.98
2024-12-31 $222k 677 327.82

More positions owned by WealthCare Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FVD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Select Sector Spdr Tr Communication (XLC)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Capital Group Dividend Growe Shs Etf (CGDG)

View all positions for WealthCare Investment Partners

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings