Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 362 | $129 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 655 | $218 | $362.48 | $318.87 - $403.58 |
| Q4 2024 | 210 | $69 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 56 | $13 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 327 | $91 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 225 | $59 | $252.41 | $223.81 - $274.35 |
| Q3 2023 | 106 | $25 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 173 | $38 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 54 | $11 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 129 | $28 | $233.77 | $203.90 - $271.56 |