LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

PRINCIPAL SECURITIES, INC.'s Holding History (CIK: 0000012600)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,377 Value ($000) $849 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 2,602 Value ($000) $866 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 2,065 Value ($000) $774 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 1,051 Value ($000) $343 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,051 Value ($000) $343 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 956 Value ($000) $222 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 2,600 Value ($000) $726 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 2,540 Value ($000) $671 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 2,419 Value ($000) $551 Avg Close $224.79 Range $200.18 - $241.72