Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 780 | $279 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 627 | $209 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 621 | $233 | $350.35 | $262.83 - $390.23 |
| Q1 2025 | 476 | $156 | $348.21 | $306.71 - $384.04 |
| Q4 2024 | 357 | $117 | $295.72 | $222.75 - $336.40 |
| Q3 2024 | 208 | $48 | $225.33 | $187.19 - $284.59 |
| Q2 2024 | 216 | $60 | $271.44 | $255.64 - $289.88 |
| Q1 2024 | 138 | $36 | $252.41 | $223.81 - $274.35 |
| Q4 2023 | 125 | $30 | $224.79 | $200.18 - $241.72 |