Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 2,595 | $973 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 4,130 | $1,351 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 11,129 | $3,634 | $295.72 | $222.75 - $336.40 |