ALLEN WEALTH MANAGEMENT, LLC LNC Holdings History
Number of Shares
59,092.00
Current Holdings Value*
$2.12 Mil
% of Portfolio
1.46%
Total Estimate Gain
$336,746.34
% of Total Estimate Gain
19.75%
ALLEN WEALTH MANAGEMENT, LLC's Lincoln National Corp Holding Summary
As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 59,092.00 shares of Lincoln National Corp(LNC), totaling $2.12 Mil. This investment constitutes 1.46% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Lincoln National Corp(LNC) stock.
The initial trade took place in 2024Q1. And since then ALLEN WEALTH MANAGEMENT, LLC has made 5 purchases of LNC, at an average price of $28.85, for a total of 59,092.00 shares. Based on historical transaction data and LNC's current price of $34.55, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his LNC holdings is $336,746.34, reflecting a 19.75% gain to date.
ALLEN WEALTH MANAGEMENT, LLC LNC ($34.55) Holding Chart
ALLEN WEALTH MANAGEMENT, LLC LNC ($34.55) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
Top Ranked Articles
- 1