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Lpl Financial Holdings shares owned by Custom Index Systems

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Custom Index Systems from 13F filings

Historical chart of Custom Index Systems investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Custom Index Systems consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Custom Index Systems

Quarter filed Position value Share count Share price at filing
2023-12-31 $278k 1.2k 227.62

More positions owned by Custom Index Systems

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)

View all positions for Custom Index Systems

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