Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 670 | $219 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 693 | $226 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 1,145 | $266 | $225.33 | $187.19 - $284.59 |