Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 969 | $363 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 969 | $317 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 1,052 | $343 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 1,148 | $267 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 1,105 | $309 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 2,480 | $655 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 2,365 | $538 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 2,431 | $578 | $232.22 | $214.03 - $250.65 |