LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

GENESIS PRIVATE WEALTH, LLC's Holding History (CIK: 0001965529)

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

Q3 2025
Shares 667 Value ($000) $222 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 667 Value ($000) $250 Avg Close $350.35 Range $262.83 - $390.23