LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Bell Investment Advisors, Inc's Holding History (CIK: 0001890149)

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

Q4 2025
Shares 59 Value ($000) $21 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 47 Value ($000) $16 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 61 Value ($000) $23 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 57 Value ($000) $19 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 57 Value ($000) $19 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 53 Value ($000) $12 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 57 Value ($000) $16 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 55 Value ($000) $15 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 55 Value ($000) $13 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 57 Value ($000) $14 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 61 Value ($000) $13 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 56 Value ($000) $11 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 52 Value ($000) $11 Avg Close $233.77 Range $203.90 - $271.56
Q3 2022
Shares 54 Value ($000) $12 Avg Close $212.68 Range $169.68 - $236.58
Q2 2022
Shares 46 Value ($000) $8 Avg Close $189.92 Range $165.47 - $220.80
Q4 2021
Shares 31 Value ($000) $5 Avg Close $165.05 Range $150.11 - $176.96
Q3 2021
Shares 31 Value ($000) $5 Avg Close $143.63 Range $127.03 - $161.87