LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025
Shares 765 Value ($000) $273 Avg Close $353.69 Range $310.70 - $395.75