Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 28,954 | $10,857 | $350.35 | $262.83 - $390.23 |
| Q4 2023 | 12,662 | $2,882 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 23,507 | $5,586 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 23,507 | $5,111 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 13,011 | $2,633 | $228.60 | $188.52 - $257.65 |