Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 14 | $5 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 14 | $5 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 14 | $5 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 15 | $5 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 15 | $5 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 10 | $2 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 6 | $2 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 3 | $1 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 7 | $2 | $224.79 | $200.18 - $241.72 |