Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 579 | $207 | $353.69 | $310.70 - $395.75 |
| Q2 2025 | 583 | $219 | $350.35 | $262.83 - $390.23 |
| Q4 2024 | 741 | $242 | $295.72 | $222.75 - $336.40 |