LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 519 Value ($000) $185 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 500 Value ($000) $166 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 500 Value ($000) $187 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 500 Value ($000) $164 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 500 Value ($000) $163 Avg Close $295.72 Range $222.75 - $336.40
Q1 2020
Shares 454 Value ($000) $25 Avg Close $80.62 Range $32.01 - $99.60
Q3 2019
Shares 582 Value ($000) $48 Avg Close $80.03 Range $70.08 - $89.89
Q2 2019
Shares 605 Value ($000) $49 Avg Close $79.12 Range $69.75 - $86.09
Q1 2019
Shares 522 Value ($000) $36 Avg Close $72.07 Range $59.48 - $79.34