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Lpl Financial Holdings shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 7.2k 357.17

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Robeco Investment Management
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
Samlyn Capital
Barrow, Hanley, Mewhinney & Strauss

View all funds holding Lpl Financial Holdings