Lpl Financial Holdings shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Zrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.6k | 5 | 327.40 |
| 2024-09-30 | $1.2k | 5 | 233.00 |
| 2024-06-30 | $1.4k | 5 | 279.40 |
| 2024-03-31 | $1.3k | 5 | 264.20 |