LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Thrive Wealth Management, LLC's Holding History (CIK: 0001847610)

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

Q4 2025
Shares 1,570 Value ($000) $561 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 1,452 Value ($000) $483 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 1,460 Value ($000) $547 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 1,404 Value ($000) $459 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,236 Value ($000) $404 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 1,266 Value ($000) $295 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,301 Value ($000) $363 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,160 Value ($000) $306 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 969 Value ($000) $221 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 1,096 Value ($000) $260 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 1,065 Value ($000) $232 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 1,098 Value ($000) $222 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 997 Value ($000) $216 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 1,341 Value ($000) $293 Avg Close $212.68 Range $169.68 - $236.58