LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Gerber Kawasaki Wealth & Investment Management's Holding History (CIK: 0001666736)

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

Q4 2025
Shares 6,750 Value ($000) $2,416 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 7,606 Value ($000) $2,531 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 7,987 Value ($000) $2,995 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 7,988 Value ($000) $2,613 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 6,884 Value ($000) $2,248 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 21,574 Value ($000) $5,019 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 28,417 Value ($000) $7,937 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 28,586 Value ($000) $7,553 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 23,705 Value ($000) $5,396 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 17,623 Value ($000) $4,188 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 16,922 Value ($000) $3,681 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 12,501 Value ($000) $2,530 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 7,266 Value ($000) $1,571 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 4,413 Value ($000) $984 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 1,344 Value ($000) $247 Avg Close $189.92 Range $165.47 - $220.80
Q3 2021
Shares 2 Value ($000) $2 Avg Close $143.63 Range $127.03 - $161.87