LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025
Shares 936 Value ($000) $334 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 936 Value ($000) $311 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 939 Value ($000) $352 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 915 Value ($000) $299 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,015 Value ($000) $331 Avg Close $295.72 Range $222.75 - $336.40
Q1 2022
Shares 1,660 Value ($000) $303 Avg Close $174.14 Range $140.65 - $196.29
Q4 2021
Shares 1,654 Value ($000) $265 Avg Close $165.05 Range $150.11 - $176.96
Q3 2021
Shares 1,549 Value ($000) $243 Avg Close $143.63 Range $127.03 - $161.87