Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 199 | $75 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 185 | $61 | $348.21 | $306.71 - $384.04 |
| Q4 2021 | 67 | $11 | $165.05 | $150.11 - $176.96 |