Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 138,040 | $49,304 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 190,089 | $63,241 | $362.48 | $318.87 - $403.58 |
| Q1 2025 | 55,121 | $18,032 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 70,276 | $22,946 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 58,432 | $13,593 | $225.33 | $187.19 - $284.59 |
| Q3 2022 | 27,453 | $5,998 | $212.68 | $169.68 - $236.58 |
| Q2 2022 | 66,537 | $12,275 | $189.92 | $165.47 - $220.80 |
| Q1 2022 | 58,013 | $10,598 | $174.14 | $140.65 - $196.29 |