Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 225 | $74 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 241 | $79 | $295.72 | $222.75 - $336.40 |
| Q2 2024 | 9 | $3 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 9 | $2 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 9 | $2 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 9 | $2 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 9 | $2 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 1 | $0 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 5 | $1 | $233.77 | $203.90 - $271.56 |