Lpl Financial Holdings shares owned by WMS Partners
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by WMS Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.4M | 5.0k | 279.30 |