Lpl Financial Holdings shares owned by ZWJ Investment Counsel
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by ZWJ Investment Counsel
from 13F filings
Historical chart of ZWJ Investment Counsel investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by ZWJ Investment Counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by ZWJ Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $269k | 808 | 332.69 |
| 2025-06-30 | $299k | 798 | 374.97 |
| 2025-03-31 | $260k | 796 | 327.14 |
| 2024-12-31 | $260k | 796 | 326.51 |
| 2024-06-30 | $222k | 796 | 279.30 |
| 2024-03-31 | $210k | 796 | 264.20 |