Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 1,413 | $530 | $350.35 | $262.83 - $390.23 |
| Q4 2024 | 3,698 | $1,207 | $295.72 | $222.75 - $336.40 |
| Q1 2024 | 2,173 | $574 | $252.41 | $223.81 - $274.35 |