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Lpl Financial Holdings shares owned by Tyler-Stone Wealth Management

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Tyler-Stone Wealth Management from 13F filings

Historical chart of Tyler-Stone Wealth Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Tyler-Stone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $137k 518 264.30
2023-12-31 $118k 518 227.62
2023-09-30 $135k 568 237.68
2023-06-30 $124k 568 218.31
2022-12-31 $96k 445 215.73
2022-09-30 $91k 418 217.70
2022-06-30 $75k 405 185.19
2022-03-31 $74k 405 182.72
2021-12-31 $63k 391 161.13

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Group Inc Com Cl A (BX)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Tyler-Stone Wealth Management

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