Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 13,500 | $4,822 | $353.69 | $310.70 - $395.75 |
| Q3 2015 | 191,450 | $7,614 | $43.02 | $37.72 - $48.18 |
| Q2 2015 | 174,300 | $8,103 | $43.25 | $39.41 - $48.00 |