Tree shares owned by LPL Financial
Historical chart of LPL Financial investment in Tree
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Quarterly reported holdings in Tree by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $796k | 14k | 58.03 |
| 2024-06-30 | $525k | 13k | 41.59 |
| 2024-03-31 | $504k | 12k | 42.34 |
| 2023-09-30 | $167k | 11k | 15.50 |
| 2023-06-30 | $238k | 11k | 22.11 |
| 2023-03-31 | $286k | 11k | 26.66 |
| 2022-12-31 | $228k | 11k | 21.33 |
| 2022-03-31 | $306k | 2.6k | 119.81 |
| 2021-12-31 | $225k | 1.8k | 122.42 |
| 2021-06-30 | $239k | 1.1k | 211.50 |
| 2021-03-31 | $824k | 3.9k | 213.03 |
| 2020-12-31 | $816k | 3.0k | 273.83 |
| 2020-09-30 | $537k | 1.8k | 306.86 |
| 2020-06-30 | $405k | 1.4k | 289.70 |
| 2018-03-31 | $267k | 813 | 328.41 |
| 2017-12-31 | $256k | 752 | 340.43 |
| 2017-09-30 | $283k | 1.2k | 244.60 |
| 2017-06-30 | $343k | 2.0k | 172.36 |
| 2017-03-31 | $364k | 3.0k | 121.86 |
| 2016-12-31 | $358k | 3.6k | 98.32 |
| 2016-09-30 | $410k | 4.2k | 97.69 |
| 2016-06-30 | $494k | 5.2k | 95.29 |