Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 25,000 | $8,929 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 25,000 | $8,317 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 50,000 | $18,749 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 50,000 | $16,357 | $348.21 | $306.71 - $384.04 |