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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
2024-09-30 $1.2M 5.0k 232.63
2024-06-30 $1.4M 5.0k 279.30

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View all positions for WMS Partners

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
BlackRock
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Henderson Group
Lone Pine Capital
State Street Corporation
WCM Investment Management
Samlyn Capital
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Darlington Partners Capital Management
Eminence Capital

View all funds holding Lpl Financial Holdings