Optimize Financial Inc's ownership history for LPLA

Optimize Financial Inc currently holds 1.4K shares with a market value of $490.0K. It started holding LPLA on 2025-09-30. At its peak, it held 1.4K shares on 2025-12-31. Its highest holding value was $490.0K on 2025-12-31. At its lowest, it held 1.4K shares on 2025-09-30, with a value of $451.1K on 2025-09-30.