Whipplewood Advisors, LLC's ownership history for LPLA

Whipplewood Advisors, LLC currently holds 204 shares with a market value of $61.4K. It started holding LPLA on 2024-12-31. At its peak, it held 512 shares on 2024-12-31. Its highest holding value was $185.6K on 2025-06-30. At its lowest, it held 15 shares on 2025-12-31, with a value of $5.4K on 2025-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 291. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 308.