LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Perigon Wealth Management, LLC's Holding History (CIK: 0001575239)

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

Q4 2025
Shares 1,114 Value ($000) $398 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 976 Value ($000) $325 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 979 Value ($000) $367 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 796 Value ($000) $260 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 801 Value ($000) $277 Avg Close $295.72 Range $222.75 - $336.40
Q2 2024
Shares 845 Value ($000) $236 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 870 Value ($000) $230 Avg Close $252.41 Range $223.81 - $274.35
Q3 2023
Shares 909 Value ($000) $216 Avg Close $232.22 Range $214.03 - $250.65
Q4 2020
Shares 610 Value ($000) $64 Avg Close $89.87 Range $75.14 - $105.77