LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Center for Financial Planning, Inc.'s Holding History (CIK: 0001803557)

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

Q4 2025
Shares 30 Value ($000) $11 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 30 Value ($000) $10 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 30 Value ($000) $11 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 30 Value ($000) $10 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 30 Value ($000) $10 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 30 Value ($000) $7 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 30 Value ($000) $8 Avg Close $271.44 Range $255.64 - $289.88
Q3 2022
Shares 22 Value ($000) $5 Avg Close $212.68 Range $169.68 - $236.58
Q1 2021
Shares 78 Value ($000) $11 Avg Close $127.60 Range $101.90 - $147.69
Q4 2020
Shares 78 Value ($000) $8 Avg Close $89.87 Range $75.14 - $105.77
Q3 2020
Shares 78 Value ($000) $6 Avg Close $79.40 Range $73.14 - $85.76
Q2 2020
Shares 78 Value ($000) $6 Avg Close $66.82 Range $47.57 - $86.25
Q1 2020
Shares 219 Value ($000) $12 Avg Close $80.62 Range $32.01 - $99.60
Q4 2019
Shares 78 Value ($000) $7 Avg Close $85.83 Range $70.14 - $94.70