Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 9,876 | $3,553 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 8,503 | $2,896 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 7,102 | $2,592 | $350.35 | $262.83 - $390.23 |
| Q4 2024 | 8 | $3 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 8 | $2 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 8 | $2 | $271.44 | $255.64 - $289.88 |