Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 23 | $9 | $350.35 | $262.83 - $390.23 |
| Q2 2024 | 4 | $1 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 2 | $1 | $252.41 | $223.81 - $274.35 |