LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

BURNEY CO/'s Holding History (CIK: 0000940445)

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

Q4 2025
Shares 29,883 Value ($000) $10,673 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 31,064 Value ($000) $10,335 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 29,837 Value ($000) $11,188 Avg Close $350.35 Range $262.83 - $390.23
Q3 2024
Shares 5,809 Value ($000) $1,351 Avg Close $225.33 Range $187.19 - $284.59