LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Moran Wealth Management, LLC's Holding History (CIK: 0001965334)

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

Q3 2025
Shares 862 Value ($000) $287 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 2,648 Value ($000) $993 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 2,611 Value ($000) $854 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 2,722 Value ($000) $889 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 2,807 Value ($000) $653 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,715 Value ($000) $479 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 1,168 Value ($000) $309 Avg Close $252.41 Range $223.81 - $274.35
Q2 2023
Shares 8,987 Value ($000) $1,954 Avg Close $200.25 Range $179.00 - $219.18
Q1 2023
Shares 9,320 Value ($000) $1,886 Avg Close $228.60 Range $188.52 - $257.65
Q4 2022
Shares 2,188 Value ($000) $473 Avg Close $233.77 Range $203.90 - $271.56