LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 1,381 Value ($000) $537 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 1,381 Value ($000) $459 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 1,381 Value ($000) $518 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 1,366 Value ($000) $447 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,366 Value ($000) $446,013 Avg Close $295.72 Range $222.75 - $336.40
Q2 2024
Shares 1,366 Value ($000) $382 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,366 Value ($000) $361 Avg Close $252.41 Range $223.81 - $274.35
Q3 2023
Shares 1,366 Value ($000) $324,630 Avg Close $232.22 Range $214.03 - $250.65