NewEdge Wealth, LLC's ownership history for LPLA


NewEdge Wealth, LLC currently holds 21.4K shares with a market value of $8.0M. It started holding LPLA on 2024-09-30. At its peak, it held 69.7K shares on 2024-09-30. Its highest holding value was $22.5M on 2024-12-31. At its lowest, it held 21.4K shares on 2025-09-30, with a value of $8.0M on 2025-09-30. In the recent 180 days, NewEdge Wealth, LLC has decreased its shares by 18.8K. In the recent year, NewEdge Wealth, LLC has decreased its shares by 48.3K.


NewEdge Wealth, LLC's ownership history for LPLA