Lpl Financial Holdings shares owned by Retirement Capital Strategies
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Retirement Capital Strategies
from 13F filings
Historical chart of Retirement Capital Strategies investment in Lpl Financial Holdings
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Quarterly reported holdings in Lpl Financial Holdings by Retirement Capital Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 10k | 264.20 |
| 2023-12-31 | $2.3M | 10k | 227.62 |
| 2023-09-30 | $2.4M | 10k | 237.65 |
| 2023-06-30 | $2.2M | 10k | 217.43 |
| 2023-03-31 | $2.0M | 10k | 202.40 |
| 2022-12-31 | $2.2M | 10k | 216.17 |
| 2022-09-30 | $2.2M | 10k | 218.50 |
| 2022-06-30 | $1.9M | 10k | 184.54 |
| 2022-03-31 | $2.0M | 10k | 201.08 |
| 2021-12-31 | $1.6M | 10k | 160.04 |
| 2021-09-30 | $1.6M | 10k | 156.76 |
| 2021-06-30 | $1.4M | 10k | 134.95 |
| 2021-03-31 | $1.4M | 10k | 142.12 |
| 2020-12-31 | $1.0M | 10k | 104.17 |
| 2020-09-30 | $803k | 10k | 79.97 |
| 2020-06-30 | $787k | 10k | 78.38 |
| 2020-03-31 | $547k | 10k | 54.48 |
| 2019-12-31 | $926k | 10k | 92.22 |
| 2019-09-30 | $822k | 10k | 81.86 |
| 2019-06-30 | $820k | 10k | 81.67 |
| 2019-03-31 | $699k | 10k | 69.61 |
| 2018-12-31 | $613k | 10k | 61.05 |
| 2018-09-30 | $648k | 10k | 64.54 |
| 2018-06-30 | $658k | 10k | 65.53 |
| 2018-03-31 | $613k | 10k | 61.05 |
| 2017-12-31 | $574k | 10k | 57.17 |
| 2017-09-30 | $534k | 10k | 53.18 |
| 2017-06-30 | $428k | 10k | 42.63 |
| 2017-03-31 | $388k | 10k | 38.80 |
| 2016-12-31 | $356k | 10k | 35.60 |
| 2016-09-30 | $299k | 10k | 29.90 |
More positions owned by Retirement Capital Strategies
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