LPL Financial »

Oak Valley Ban shares owned by LPL Financial

Quarter-by-quarter ownership of Oak Valley Ban (OVLY) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Oak Valley Ban

Tip: Access up to 7 years of quarterly data

All positions including Oak Valley Ban held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Oak Valley Ban by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 13k 26.57

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Oak Valley Ban

BlackRock
BlackRock
Vanguard Group
Siena Capital Management
Geode Capital Management
M3F
Bridgeway Capital Management
Dimensional Fund Advisors
State Street Corporation
Northern Trust
Empowered Funds
Renaissance Technologies
American Century Companies
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Oak Valley Ban