LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Capital World Investors's Holding History (CIK: 0001422849)

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

Q4 2025
Shares 3,625,357 Value ($000) $1,294,869 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 2,628,551 Value ($000) $874,493 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 16,367 Value ($000) $6,137 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 5,435 Value ($000) $1,778 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 19,254 Value ($000) $6,287 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 17,807 Value ($000) $4,142 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 17,807 Value ($000) $4,973 Avg Close $271.44 Range $255.64 - $289.88
Q4 2022
Shares 504,494 Value ($000) $109,056 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 504,494 Value ($000) $110,222 Avg Close $212.68 Range $169.68 - $236.58