KWB Wealth's ownership history for LPLA

KWB Wealth currently holds 28.6K shares with a market value of $10.2M. It started holding LPLA on 2024-09-30. At its peak, it held 28.6K shares on 2025-12-31. 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 183. In the recent year, KWB Wealth has increased its shares by 330.