Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 29,883 | $10,673 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 31,064 | $10,335 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 29,837 | $11,188 | $350.35 | $262.83 - $390.23 |
| Q3 2024 | 5,809 | $1,351 | $225.33 | $187.19 - $284.59 |