XML Financial, LLC's ownership history for LPLA

XML Financial, LLC currently holds 1.6K shares with a market value of $522.0K. It started holding LPLA on 2024-12-31. At its peak, it held 2.0K shares on 2025-03-31. Its highest holding value was $748.5K on 2025-06-30. At its lowest, it held 1.6K shares on 2025-09-30, with a value of $522.0K on 2025-09-30. In the recent 180 days, XML Financial, LLC has decreased its shares by 452.