Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 4,238 | $1,514 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 2,756 | $917 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 1,935 | $725 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 1,841 | $602 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 1,812 | $592 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 1,678 | $390 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 2,660 | $743 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 5,977 | $1,579 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 5,491 | $1,250 | $224.79 | $200.18 - $241.72 |
| Q3 2023 | 5,208 | $1,238 | $232.22 | $214.03 - $250.65 |