LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 716 Value ($000) $256 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 654 Value ($000) $218 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 924 Value ($000) $347 Avg Close $350.35 Range $262.83 - $390.23
Q4 2024
Shares 629 Value ($000) $205 Avg Close $295.72 Range $222.75 - $336.40
Q2 2024
Shares 900 Value ($000) $251 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 2,211 Value ($000) $525 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 934 Value ($000) $213 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 2,211 Value ($000) $525 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 1,353 Value ($000) $294 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 1,525 Value ($000) $309 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 1,530 Value ($000) $331 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 1,978 Value ($000) $433 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 1,674 Value ($000) $310 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 1,233 Value ($000) $227 Avg Close $174.14 Range $140.65 - $196.29