Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 69,100 | $22,989 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 71,550 | $26,829 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 93,875 | $30,710 | $348.21 | $306.71 - $384.04 |
| Q2 2024 | 150 | $42 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 200 | $53 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 200 | $46 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 200 | $48 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 175 | $38 | $200.25 | $179.00 - $219.18 |