LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 6,576 Value ($000) $2,349 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 7,517 Value ($000) $2,501 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 8,104 Value ($000) $3,039 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 8,215 Value ($000) $2,687 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 11,802 Value ($000) $3,854 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 12,409 Value ($000) $2,887 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 14,510 Value ($000) $4,053 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 15,452 Value ($000) $4,082 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 15,619 Value ($000) $3,555 Avg Close $224.79 Range $200.18 - $241.72
Q3 2023
Shares 19,323 Value ($000) $4,592 Avg Close $232.22 Range $214.03 - $250.65