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Lpl Financial Holdings shares owned by Magnolia Capital Advisors

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Magnolia Capital Advisors from 13F filings

Historical chart of Magnolia Capital Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Magnolia Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Magnolia Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $298k 1.1k 262.59

More positions owned by Magnolia Capital Advisors

Ishares Tr Msci Usa Qlt Fct Exchange Traded Funds (QUAL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf Exchange Traded Funds (DFAX)
Ishares Tr Trs Flt Rt Bd Exchange Traded Funds (TFLO)
Jpmorgan Us Momentum Factor Etf Exchange Traded Funds (JMOM)
Jpmorgan Chase Company Common (JPM)
Pacer Trendpilot Us Large Cap Etf Exchange Traded Funds (PTLC)
Pacer Trendpilot Us Bond Etf Exchange Traded Funds (PTBD)
Vaneck Long Flat Trend Etf Exchange Traded Funds (LFEQ)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Bitwise Bitcoin Etf Trust Exchange Traded Funds
Meta Platforms Incorporated Class A Common (META)
Marathon Pete Corporation Common (MPC)
Pinnacle Focused Opportunities Etf Exchange Traded Funds (FCUS)
Broadcom Incorporated Common (AVGO)
Merck Company Incorporated Common (MRK)

View all positions for Magnolia Capital Advisors

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