Lpl Financial Holdings shares owned by Drive Wealth Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Drive Wealth Management
from 13F filings
Historical chart of Drive Wealth Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Drive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Lpl Financial Holdings by Drive Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $246k | 929 | 264.25 |
2023-09-30 | $201k | 847 | 237.60 |