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 %

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