LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

FAMILY WEALTH PARTNERS, LLC's Holding History (CIK: 0002016217)

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

Q4 2025
Shares 102,005 Value ($000) $36,433 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 105,644 Value ($000) $35,147 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 111,902 Value ($000) $41,960 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 111,945 Value ($000) $36,622 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 107,861 Value ($000) $35,218 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 147,896 Value ($000) $34,405 Avg Close $225.33 Range $187.19 - $284.59
Q2 2024
Shares 147,288 Value ($000) $41,138 Avg Close $271.44 Range $255.64 - $289.88
Q1 2024
Shares 146,940 Value ($000) $38,822 Avg Close $252.41 Range $223.81 - $274.35
Q4 2023
Shares 70,514 Value ($000) $16,050 Avg Close $224.79 Range $200.18 - $241.72