Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 9 | $4 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 5 | $2 | $348.21 | $306.71 - $384.04 |
| Q4 2023 | 1 | $0 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 1 | $0 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 1 | $0 | $200.25 | $179.00 - $219.18 |