LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 813 Value ($000) $290 Avg Close $353.69 Range $310.70 - $395.75
Q2 2025
Shares 935 Value ($000) $351 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 1,004 Value ($000) $328 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 988 Value ($000) $323 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 1,171 Value ($000) $272 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 813 Value ($000) $227 Avg Close $271.44 Range $255.64 - $289.88
Q2 2022
Shares 1,197 Value ($000) $221 Avg Close $189.92 Range $165.47 - $220.80