Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 783 | $260 | $362.48 | $318.87 - $403.58 |
| Q1 2025 | 753 | $246 | $348.21 | $306.71 - $384.04 |
| Q3 2020 | 300 | $23 | $79.40 | $73.14 - $85.76 |