Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 34,294 | $12,249 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 36,128 | $12,019 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 24,571 | $9,213 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 21,973 | $7,188 | $348.21 | $306.71 - $384.04 |
| Q3 2023 | 5,441 | $1,293 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 7,156 | $1,556 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 11,740 | $2,376 | $228.60 | $188.52 - $257.65 |
| Q4 2022 | 12,698 | $2,745 | $233.77 | $203.90 - $271.56 |