Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 97 | $32 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 101 | $38 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 1,737 | $1 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 129 | $42 | $295.72 | $222.75 - $336.40 |
| Q1 2021 | 14,300 | $2,033 | $127.60 | $101.90 - $147.69 |
| Q4 2020 | 19,615 | $2,044 | $89.87 | $75.14 - $105.77 |
| Q3 2020 | 27,400 | $2,101 | $79.40 | $73.14 - $85.76 |
| Q2 2020 | 40,400 | $3,167 | $66.82 | $47.57 - $86.25 |