Philip James Wealth Mangement, LLC's ownership history for LPLA

Philip James Wealth Mangement, LLC currently holds 1.4K shares with a market value of $433.7K. It started holding LPLA on 2025-03-31. At its peak, it held 1.4K shares on 2025-12-31. Its highest holding value was $516.3K on 2025-12-31. At its lowest, it held 768 shares on 2025-06-30, with a value of $252.3K on 2025-03-31. In the recent 180 days, Philip James Wealth Mangement, LLC has increased its shares by 77. In the recent year, Philip James Wealth Mangement, LLC has increased its shares by 671.