LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q3 2025
Shares 806 Value ($000) $268 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 2,858 Value ($000) $1,072 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 3,863 Value ($000) $1,264 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 3,792 Value ($000) $1,238 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 4,107 Value ($000) $956 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 4,063 Value ($000) $1,136 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 3,374 Value ($000) $892 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 3,265 Value ($000) $743 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 3,430 Value ($000) $815 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 3,087 Value ($000) $671 Avg Close $200.25 Range $179.00 - $219.18