Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 100 | $36 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 100 | $34 | $362.48 | $318.87 - $403.58 |
| Q4 2021 | 12 | $1 | $165.05 | $150.11 - $176.96 |