LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Concorde Asset Management, LLC's Holding History (CIK: 0001631773)

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

Q4 2025
Shares 2,303 Value ($000) $823 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 2,280 Value ($000) $712 Avg Close $362.48 Range $318.87 - $403.58
Q1 2025
Shares 1,830 Value ($000) $583 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,986 Value ($000) $648 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 2,167 Value ($000) $504 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 2,200 Value ($000) $614 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 2,200 Value ($000) $581 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 2,651 Value ($000) $603 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 2,684 Value ($000) $638 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 2,673 Value ($000) $581 Avg Close $200.25 Range $179.00 - $219.18