Lifestyle Asset Management, Inc.'s ownership history for LPLA

Lifestyle Asset Management, Inc. currently holds 1.2K shares with a market value of $373.1K. It started holding LPLA on 2024-12-31. At its peak, it held 1.2K shares on 2026-03-31. Its highest holding value was $425.4K on 2025-12-31. At its lowest, it held 898 shares on 2024-12-31, with a value of $293.2K on 2024-12-31. In the recent 180 days, Lifestyle Asset Management, Inc. has increased its shares by 83. In the recent year, Lifestyle Asset Management, Inc. has increased its shares by 259.