LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Cerity Partners LLC's Holding History (CIK: 0001566475)

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

Q4 2025
Shares 6,693 Value ($000) $2,391 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 7,433 Value ($000) $2,473 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 10,011 Value ($000) $3,754 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 12,132 Value ($000) $3,969 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 11,848 Value ($000) $3,134 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 11,046 Value ($000) $2,570 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 4,181 Value ($000) $1,168 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 13,309 Value ($000) $3,517 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 4,952 Value ($000) $1,127 Avg Close $224.79 Range $200.18 - $241.72
Q2 2023
Shares 5,156 Value ($000) $1,121 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 3,820 Value ($000) $772 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 2,895 Value ($000) $626 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 4,928 Value ($000) $1,077 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 5,494 Value ($000) $1,013 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 5,228 Value ($000) $955 Avg Close $174.14 Range $140.65 - $196.29
Q4 2020
Shares 2,602 Value ($000) $270 Avg Close $89.87 Range $75.14 - $105.77