PERSONAL CFO SOLUTIONS, LLC's ownership history for LPLA
PERSONAL CFO SOLUTIONS, LLC currently holds 809 shares with a market value of $243.3K. It started holding LPLA on 2025-06-30. At its peak, it held 809 shares on 2026-03-31. Its highest holding value was $243.3K on 2026-03-31. At its lowest, it held 593 shares on 2025-06-30, with a value of $204.8K on 2025-09-30. In the recent 180 days, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 193.
PERSONAL CFO SOLUTIONS, LLC's ownership history for LPLA