Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 67,008 | $23,933 | $353.69 | $310.70 - $395.75 |
| Q2 2025 | 100,512 | $37,689 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 27,896 | $9,126 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 160,607 | $52,440 | $295.72 | $222.75 - $336.40 |
| Q2 2023 | 183,960 | $39,998 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 26,280 | $5,319 | $228.60 | $188.52 - $257.65 |