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Lpl Financial Holdings shares owned by WPG Advisers

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

Historical chart of WPG Advisers investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by WPG Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $161k 483 332.69

More positions owned by WPG Advisers

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sila Realty Trust Common Stock (SILA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Amazon (AMZN)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for WPG Advisers

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
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
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings