LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 1,522 Value ($000) $543 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 684 Value ($000) $227 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 770 Value ($000) $289 Avg Close $350.35 Range $262.83 - $390.23
Q4 2024
Shares 273 Value ($000) $89 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 283 Value ($000) $66 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 240 Value ($000) $67 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 276 Value ($000) $73 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 320 Value ($000) $75 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 462 Value ($000) $107 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 450 Value ($000) $98 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 659 Value ($000) $124 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 550 Value ($000) $119 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 684 Value ($000) $175 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 759 Value ($000) $140 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 759 Value ($000) $140 Avg Close $174.14 Range $140.65 - $196.29
Q3 2021
Shares 389 Value ($000) $61 Avg Close $143.63 Range $127.03 - $161.87
Q2 2021
Shares 286 Value ($000) $39 Avg Close $145.43 Range $134.34 - $159.74
Q1 2021
Shares 281 Value ($000) $40 Avg Close $127.60 Range $101.90 - $147.69
Q4 2020
Shares 277 Value ($000) $29 Avg Close $89.87 Range $75.14 - $105.77
Q3 2020
Shares 232 Value ($000) $18 Avg Close $79.40 Range $73.14 - $85.76
Q2 2020
Shares 176 Value ($000) $14 Avg Close $66.82 Range $47.57 - $86.25
Q1 2020
Shares 154 Value ($000) $8 Avg Close $80.62 Range $32.01 - $99.60
Q4 2019
Shares 154 Value ($000) $14 Avg Close $85.83 Range $70.14 - $94.70
Q3 2019
Shares 154 Value ($000) $13 Avg Close $80.03 Range $70.08 - $89.89
Q2 2019
Shares 7 Value ($000) $1 Avg Close $79.12 Range $69.75 - $86.09