LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 3,478 Value ($000) $1,242 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 2,069 Value ($000) $688 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 3,355 Value ($000) $1,258 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 2,973 Value ($000) $973 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 3,693 Value ($000) $1,206 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 2,721 Value ($000) $633 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,952 Value ($000) $545 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,746 Value ($000) $461 Avg Close $252.41 Range $223.81 - $274.35
Q3 2023
Shares 981 Value ($000) $233 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 986 Value ($000) $214 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 1,429 Value ($000) $289 Avg Close $228.60 Range $188.52 - $257.65