LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Belpointe Asset Management LLC's Holding History (CIK: 0001721242)

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

Q4 2025
Shares 752 Value ($000) $269 Avg Close $353.69 Range $310.70 - $395.75
Q4 2024
Shares 3,691 Value ($000) $828 Avg Close $295.72 Range $222.75 - $336.40
Q2 2024
Shares 3,669 Value ($000) $1,025 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,969 Value ($000) $520 Avg Close $252.41 Range $223.81 - $274.35
Q1 2023
Shares 1,366 Value ($000) $277 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 862 Value ($000) $186 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 901 Value ($000) $197 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 881 Value ($000) $161 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 856 Value ($000) $156 Avg Close $174.14 Range $140.65 - $196.29
Q4 2021
Shares 766 Value ($000) $122 Avg Close $165.05 Range $150.11 - $176.96
Q3 2021
Shares 766 Value ($000) $120 Avg Close $143.63 Range $127.03 - $161.87
Q1 2021
Shares 700 Value ($000) $100 Avg Close $127.60 Range $101.90 - $147.69
Q4 2019
Shares 2,224 Value ($000) $204 Avg Close $85.83 Range $70.14 - $94.70