Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 1,459 | $521 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 1,459 | $485 | $362.48 | $318.87 - $403.58 |
| Q3 2024 | 6,649 | $1,547 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 5,549 | $1,550 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 5,549 | $1,466 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 5,549 | $1,263 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 7,220 | $1,716 | $232.22 | $214.03 - $250.65 |
| Q2 2023 | 2,960 | $644 | $200.25 | $179.00 - $219.18 |
| Q1 2023 | 2,960 | $599 | $228.60 | $188.52 - $257.65 |