Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 15,254 | $5,448 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 17,684 | $5,785 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 19,582 | $7,343 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 17,684 | $5,785 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 16,632 | $6,018 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 16,399 | $5,360 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 13,060 | $3,478 | $271.44 | $255.64 - $289.88 |