LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

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

Q4 2025
Shares 2,295 Value ($000) $820 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 2,184 Value ($000) $727 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 1,995 Value ($000) $748 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 2,264 Value ($000) $741 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 2,319 Value ($000) $757 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 1,985 Value ($000) $462 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,436 Value ($000) $401 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,562 Value ($000) $413 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 1,339 Value ($000) $305 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 1,320 Value ($000) $314 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 1,278 Value ($000) $278 Avg Close $200.25 Range $179.00 - $219.18