Plan A Wealth LLC's ownership history for LPL


Plan A Wealth LLC currently holds 10.6K shares with a market value of $44.8K. It started holding LPL on 2025-06-30. At its peak, it held 13.0K shares on 2025-09-30. Its highest holding value was $67.9K on 2025-09-30. At its lowest, it held 10.6K shares on 2025-12-31, with a value of $36.6K on 2025-06-30. In the recent 180 days, Plan A Wealth LLC has decreased its shares by 69.


Plan A Wealth LLC's ownership history for LPL