Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 1,600 | $600 | $350.35 | $262.83 - $390.23 |
| Q4 2022 | 3,370 | $728 | $233.77 | $203.90 - $271.56 |
| Q2 2021 | 2,676 | $361 | $145.43 | $134.34 - $159.74 |