LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 2,472 Value ($000) $883 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 885 Value ($000) $294 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 982 Value ($000) $368 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 965 Value ($000) $316 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 1,064 Value ($000) $348 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 1,063 Value ($000) $247 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 1,026 Value ($000) $287 Avg Close $271.44 Range $255.64 - $289.88