Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 135,474 | $44,319 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 195,474 | $63,824 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 212,238 | $49,373 | $225.33 | $187.19 - $284.59 |