LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 585 Value ($000) $209 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 627 Value ($000) $209 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 655 Value ($000) $246 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 612 Value ($000) $200 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 776 Value ($000) $253 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 980 Value ($000) $228 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 888 Value ($000) $248 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 774 Value ($000) $204 Avg Close $252.41 Range $223.81 - $274.35