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Strategy shares owned by LPL Financial

Quarter-by-quarter ownership of Strategy (SSXU) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Strategy

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

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Quarterly reported holdings in Strategy by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 8.3k 30.63
2024-06-30 $240k 8.5k 28.37
2024-03-31 $237k 8.3k 28.58

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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 Strategy

Donald L. Hagan
Encompass More Asset Management
Eqis Capital Management
Stratos Wealth Advisors
Janney Montgomery Scott
Raymond James Trust
Jane Street
LPL Financial
Susquehanna International

View all funds holding Strategy