LPLA
LPL Financial Holdings Inc
LPL Financial Holdings Inc value investing holders
(LPLA) LPL Financial Holdings Inc historical holders
- Holders all time:
- 8
- Current holders:
- 2
- Sold out:
- 6
8 of the value investors we track have reported a position in (LPLA) LPL Financial Holdings Inc across the SEC filing history. 2 of them still hold LPLA in their latest reported portfolio, while 6 have completely sold out. Pick any fund to see its full LPLA transaction history over time.
How many funds currently hold (LPLA) LPL Financial Holdings Inc?
According to the latest reported portfolios, 2 of the 8 tracked value investors that ever held LPLA still hold it.
Who holds the largest (LPLA) LPL Financial Holdings Inc position?
Among the value investors we track, Dodge & Cox Stock Fund holds the most valuable LPLA position, with a market value of roughly $849.86M in the latest reported portfolio.
Who has held (LPLA) LPL Financial Holdings Inc the longest?
Stephen Mandel has held LPLA the longest among the current holders we track - for ~4 years.
*
Guru / Fund
currently held - the position is present in the latest reported portfolio
*
Guru / Fund
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top