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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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Quarterly reported holdings in Lpl Financial Holdings by WMS Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 5.0k 279.30

More positions owned by WMS Partners

T. Rowe Price (TROW)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Kayne Anderson Rudnick Investment Management
Henderson Group
T. Rowe Price Associates
State Street Corporation
Lone Pine Capital
WCM Investment Management
Morgan Stanley
Geode Capital Management
Samlyn Capital
Jpmorgan Chase & Co
Clarkston Capital Partners
Bank of New York Mellon
Massachusetts Financial Services

View all funds holding Lpl Financial Holdings