Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 159,596 | $57,003 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 188,925 | $62,853 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 188,100 | $70,532 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 186,039 | $60,861 | $348.21 | $306.71 - $384.04 |