LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

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

Q4 2025
Shares 30,876 Value ($000) $10,832 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 32,423 Value ($000) $10,787 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 37,843 Value ($000) $14,190 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 39,536 Value ($000) $12,934 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 34,972 Value ($000) $11,418 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 33,792 Value ($000) $7,861 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 35,411 Value ($000) $9,891 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 34,953 Value ($000) $9,234 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 69,623 Value ($000) $15,847 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 35,743 Value ($000) $8,494 Avg Close $232.22 Range $214.03 - $250.65
Q2 2023
Shares 32,728 Value ($000) $7,116 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 34,194 Value ($000) $6,920 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 28,902 Value ($000) $6,246 Avg Close $233.77 Range $203.90 - $271.56