LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

WCM INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0001061186)

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

Q4 2025
Shares 1,721,473 Value ($000) $619,300 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 1,742,991 Value ($000) $593,663 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 1,730,777 Value ($000) $631,664 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 1,635,354 Value ($000) $550,934 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,641,615 Value ($000) $536,775 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 1,649,668 Value ($000) $380,842 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,663,718 Value ($000) $459,868 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,697,064 Value ($000) $448,364 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 1,696,094 Value ($000) $387,490 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 2,457,027 Value ($000) $583,912 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 2,446,845 Value ($000) $532,164 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 2,464,045 Value ($000) $498,723 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 2,556,276 Value ($000) $552,590 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 2,394,492 Value ($000) $518,336 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 1,533,549 Value ($000) $285,777 Avg Close $189.92 Range $165.47 - $220.80