Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 706 | $252 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 706 | $235 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 718 | $269 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 785 | $257 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 810 | $265 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 874 | $203 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 823 | $230 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 810 | $214 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 897 | $204 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 905 | $215 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 924 | $201 | $200.25 | $179.00 - $219.18 |