Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 113 | $37 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 115 | $38 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 115 | $27 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 113 | $32 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 113 | $30 | $252.41 | $223.81 - $274.35 |
| Q3 2023 | 113 | $27 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 113 | $25 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 113 | $23 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 113 | $0 | $233.77 | $203.90 - $271.56 |
| Q3 2022 | 113 | $25 | $212.68 | $169.68 - $236.58 |
| Q2 2022 | 113 | $21 | $189.92 | $165.47 - $220.80 |
| Q1 2022 | 113 | $21 | $174.14 | $140.65 - $196.29 |