Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 573 | $205 | $353.69 | $310.70 - $395.75 |
| Q2 2025 | 573 | $215 | $350.35 | $262.83 - $390.23 |
| Q4 2024 | 629 | $205 | $295.72 | $222.75 - $336.40 |
| Q4 2022 | 4,297 | $929 | $233.77 | $203.90 - $271.56 |