LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2024
Shares 3 Value ($000) $1 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 5 Value ($000) $1 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 5 Value ($000) $1 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 3 Value ($000) $1 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 3 Value ($000) $1 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 1 Value ($000) $0 Avg Close $233.77 Range $203.90 - $271.56
Q4 2021
Shares 281 Value ($000) $44 Avg Close $165.05 Range $150.11 - $176.96