Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 26 | $9 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 26 | $9 | $362.48 | $318.87 - $403.58 |
| Q1 2024 | 17 | $4 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 17 | $4 | $224.79 | $200.18 - $241.72 |