Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 463 | $165 | $353.69 | $310.70 - $395.75 |
| Q4 2022 | 508 | $0 | $233.77 | $203.90 - $271.56 |
| Q3 2022 | 446 | $97 | $212.68 | $169.68 - $236.58 |
| Q2 2019 | 161 | $13 | $79.12 | $69.75 - $86.09 |