Ticker: LPLA CUSIP: 50212V100 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 131,527 | $46,977 | $353.69 | $310.70 - $395.75 |
| Q3 2025 | 1,788 | $595 | $362.48 | $318.87 - $403.58 |
| Q2 2025 | 4,792 | $1,797 | $350.35 | $262.83 - $390.23 |