LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 706 Value ($000) $252 Avg Close $353.69 Range $310.70 - $395.75
Q2 2025
Shares 543 Value ($000) $204 Avg Close $350.35 Range $262.83 - $390.23