LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

USA FINANCIAL FORMULAS's Holding History (CIK: 0001633716)

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

Q2 2025

Shares 716 Value ($000) $268 Avg Close $350.35 Range $262.83 - $390.23

Q1 2022

Shares 1,278 Value ($000) $233 Avg Close $174.14 Range $140.65 - $196.29

Q1 2021

Shares 825 Value ($000) $117 Avg Close $127.60 Range $101.90 - $147.69

Q2 2018

Shares 17,522 Value ($000) $1,070 Avg Close $65.72 Range $56.31 - $73.28

Q1 2018

Shares 17,616 Value ($000) $1,076 Avg Close $61.98 Range $55.86 - $66.64

Q1 2017

Shares 12,126 Value ($000) $483 Avg Close $39.30 Range $35.23 - $41.99

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	716	$268	$350.35	$262.83 - $390.23
Q1 2022	1,278	$233	$174.14	$140.65 - $196.29
Q1 2021	825	$117	$127.60	$101.90 - $147.69
Q2 2018	17,522	$1,070	$65.72	$56.31 - $73.28
Q1 2018	17,616	$1,076	$61.98	$55.86 - $66.64
Q1 2017	12,126	$483	$39.30	$35.23 - $41.99