Lpl Financial Holdings shares owned by Whittier Trust Co. of Nevada
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Whittier Trust Co. of Nevada
from 13F filings
Historical chart of Whittier Trust Co. of Nevada investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Whittier Trust Co. of Nevada
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 12k | 232.62 |
| 2024-06-30 | $3.3M | 12k | 279.28 |
| 2024-03-31 | $3.0M | 11k | 264.18 |
| 2023-12-31 | $20k | 87 | 227.61 |
| 2023-09-30 | $54k | 227 | 237.64 |
| 2023-06-30 | $52k | 241 | 217.42 |
| 2023-03-31 | $43k | 213 | 202.40 |
| 2022-12-31 | $33k | 153 | 216.17 |
| 2022-09-30 | $44k | 203 | 216.75 |
| 2022-06-30 | $35k | 190 | 184.21 |
| 2022-03-31 | $12k | 66 | 181.82 |
More positions owned by Whittier Trust Co. of Nevada
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