Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 1,000 | $357 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 1,000 | $333 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 1,000 | $375 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 1,000 | $327 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 1,000 | $327 | $295.72 | $222.75 - $336.40 |
| Q2 2024 | 750 | $209 | $271.44 | $255.64 - $289.88 |
| Q1 2023 | 6,600 | $1,336 | $228.60 | $188.52 - $257.65 |