LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 579 Value ($000) $207 Avg Close $353.69 Range $310.70 - $395.75
Q2 2025
Shares 578 Value ($000) $217 Avg Close $350.35 Range $262.83 - $390.23
Q2 2023
Shares 573 Value ($000) $124 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 572 Value ($000) $116 Avg Close $228.60 Range $188.52 - $257.65
Q3 2016
Shares 666 Value ($000) $19,952 Avg Close $27.05 Range $20.51 - $30.56
Q2 2016
Shares 961 Value ($000) $14,892 Avg Close $25.11 Range $20.95 - $28.77
Q4 2015
Shares 740 Value ($000) $6,014 Avg Close $42.59 Range $36.41 - $48.00
Q2 2015
Shares 300 Value ($000) $14 Avg Close $43.25 Range $39.41 - $48.00
Q1 2015
Shares 137 Value ($000) $6 Avg Close $44.19 Range $39.83 - $47.38