Portside Wealth Group, LLC's ownership history for LPLA

Portside Wealth Group, LLC currently holds 811 shares with a market value of $289.7K. It started holding LPLA on 2024-09-30. At its peak, it held 1.0K shares on 2025-03-31. Its highest holding value was $354.7K on 2025-06-30. At its lowest, it held 811 shares on 2025-12-31, with a value of $214.5K on 2024-12-31. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 135. In the recent year, Portside Wealth Group, LLC has decreased its shares by 111.