Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 780 | $259 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 1,552 | $582 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 829 | $271 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 1,720 | $561 | $295.72 | $222.75 - $336.40 |