LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Beacon Pointe Advisors, LLC's Holding History (CIK: 0001744317)

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

Q4 2025
Shares 2,603 Value ($000) $930 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 2,472 Value ($000) $822 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 1,451 Value ($000) $544 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 1,450 Value ($000) $474 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,449 Value ($000) $473 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 1,149 Value ($000) $267 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,220 Value ($000) $341 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,500 Value ($000) $396 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 1,153 Value ($000) $263 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 1,129 Value ($000) $268 Avg Close $232.22 Range $214.03 - $250.65
Q1 2023
Shares 1,060 Value ($000) $215 Avg Close $228.60 Range $188.52 - $257.65