LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025
Shares 31 Value ($000) $10 Avg Close $362.48 Range $318.87 - $403.58