Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 747 | $267 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 747 | $249 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 747 | $280 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 778 | $255 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 804 | $263 | $295.72 | $222.75 - $336.40 |
| Q2 2024 | 915 | $256 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 949 | $251 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 974 | $222 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 1,075 | $255 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 1,181 | $257 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 1,431 | $290 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 1,614 | $349 | $233.77 | $203.90 - $271.56 |
| Q3 2022 | 2,073 | $453 | $212.68 | $169.68 - $236.58 |
| Q2 2022 | 1,786 | $330 | $189.92 | $165.47 - $220.80 |
| Q1 2022 | 1,222 | $223 | $174.14 | $140.65 - $196.29 |