LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 1,937 Value ($000) $692 Avg Close $353.69 Range $310.70 - $395.75
Q2 2024
Shares 8 Value ($000) $2 Avg Close $271.44 Range $255.64 - $289.88