POTENTIA WEALTH's ownership history for LPLA

POTENTIA WEALTH currently holds 1.6K shares with a market value of $475.3K. It started holding LPLA on 2024-12-31. At its peak, it held 1.6K shares on 2026-03-31. Its highest holding value was $591.8K on 2025-06-30. At its lowest, it held 1.6K shares on 2024-12-31, with a value of $475.3K on 2026-03-31. In the recent 180 days, POTENTIA WEALTH has increased its shares by 1. In the recent year, POTENTIA WEALTH has increased its shares by 2.