Cornerstone Wealth Management, LLC's ownership history for LPLA

Cornerstone Wealth Management, LLC currently holds 11.5K shares with a market value of $3.8M. It started holding LPLA on 2024-09-30. At its peak, it held 12.7K shares on 2024-09-30. Its highest holding value was $4.3M on 2025-06-30. At its lowest, it held 11.5K shares on 2025-06-30, with a value of $3.0M on 2024-09-30. In the recent 180 days, Cornerstone Wealth Management, LLC has decreased its shares by 968. In the recent year, Cornerstone Wealth Management, LLC has decreased its shares by 1.2K.