Crestwood Advisors Group LLC
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $92,750 | 22,031 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $65,401 | 12,529 | Shares | Sole | 2025-11-07 |
| 2025-03-31 | $45,468 | 14,620 | Shares | Sole | 2025-05-05 |