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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
2024-06-30 $240k 8.5k 28.37
2024-03-31 $237k 8.3k 28.58

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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)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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
Susquehanna International
Citadel Advisors
LPL Financial
Jane Street
Ashton Thomas Private Wealth

View all funds holding Strategy