LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 2,150 Value ($000) $768 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 5,114 Value ($000) $1,702 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 4,748 Value ($000) $1,780 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 1,227 Value ($000) $401 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,203 Value ($000) $393 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 1,172 Value ($000) $273 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,734 Value ($000) $484 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,862 Value ($000) $492 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 2,078 Value ($000) $473 Avg Close $224.79 Range $200.18 - $241.72
Q1 2020
Shares 54,641 Value ($000) $2,974 Avg Close $80.62 Range $32.01 - $99.60
Q4 2019
Shares 93,291 Value ($000) $8,606 Avg Close $85.83 Range $70.14 - $94.70
Q2 2019
Shares 7,760 Value ($000) $633 Avg Close $79.12 Range $69.75 - $86.09
Q1 2019
Shares 8,440 Value ($000) $588 Avg Close $72.07 Range $59.48 - $79.34