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Lpl Financial Holdings shares owned by Garrett Wealth Advisory Group

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

Historical chart of Garrett Wealth Advisory Group investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $851k 3.2k 264.20
2019-09-30 $98k 1.2k 81.90

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Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Nas100 Eq Weighted SHS (QQEW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Garrett Wealth Advisory 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