Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 2,900 | $1,036 | $353.69 | $310.70 - $395.75 |
| Q3 2024 | 916 | $213 | $225.33 | $187.19 - $284.59 |
| Q1 2023 | 4,004 | $810 | $228.60 | $188.52 - $257.65 |