Smallwood Wealth Investment Management, LLC's ownership history for LPLA

Smallwood Wealth Investment Management, LLC currently holds 312 shares with a market value of $103.8K. It started holding LPLA on 2025-03-31. At its peak, it held 316 shares on 2025-06-30. Its highest holding value was $118.5K on 2025-06-30. At its lowest, it held 312 shares on 2025-03-31, with a value of $102.1K on 2025-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 0.