LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

IEQ CAPITAL, LLC's Holding History (CIK: 0001779789)

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

Q3 2025
Shares 696 Value ($000) $231 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 746 Value ($000) $280 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 3,726 Value ($000) $1,219 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 2,521 Value ($000) $823 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 2,192 Value ($000) $510 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,784 Value ($000) $498 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,798 Value ($000) $475 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 1,820 Value ($000) $414 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 1,725 Value ($000) $410 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 1,455 Value ($000) $316 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 1,923 Value ($000) $389 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 2,059 Value ($000) $445 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 2,075 Value ($000) $453 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 1,700 Value ($000) $314 Avg Close $189.92 Range $165.47 - $220.80
Q1 2022
Shares 1,236 Value ($000) $226 Avg Close $174.14 Range $140.65 - $196.29