LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Optimize Financial Inc's Holding History (CIK: 0002033266)

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

Q4 2025
Shares 1,372 Value ($000) $490 Avg Close $353.69 Range $310.70 - $395.75
Q3 2025
Shares 1,356 Value ($000) $451 Avg Close $362.48 Range $318.87 - $403.58