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Lpl Financial Holdings shares owned by Berger Financial Group

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 810 264.22
2023-12-31 $204k 897 227.64
2023-09-30 $215k 905 237.70
2023-06-30 $201k 924 217.47

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
FMR
Henderson Group
T. Rowe Price Associates
Robeco Investment Management
WCM Investment Management
Lone Pine Capital
Geode Capital Management
Clarkston Capital Partners
Morgan Stanley
Samlyn Capital
TD Asset Management
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Lpl Financial Holdings