LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Morningstar Investment Management LLC's Holding History (CIK: 0001673385)

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

Q4 2025
Shares 5,503 Value ($000) $2 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 6,583 Value ($000) $2 Avg Close $362.48 Range $318.87 - $403.58