KWB Wealth's ownership history for LPLA

KWB Wealth currently holds 28.4K shares with a market value of $10.7M. It started holding LPLA on 2024-09-30. At its peak, it held 28.5K shares on 2024-09-30. Its highest holding value was $10.7M on 2025-09-30. At its lowest, it held 28.3K shares on 2024-12-31, with a value of $6.6M on 2024-12-31. In the recent 180 days, KWB Wealth has increased its shares by 7. In the recent year, KWB Wealth has decreased its shares by 18.