Number of Shares
979.00
Current Holdings Value*
$70,160.00
% of Portfolio
0.62%
Total Estimate Gain
$114,421.97
% of Total Estimate Gain
21.00%

ALPS Balanced Opportunity Fund's Lam Research Corp Holding Summary

As of 2025-04-30, ALPS Balanced Opportunity Fund held 979.00 shares of Lam Research Corp(LRCX), totaling $70,160.00. This investment constitutes 0.62% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Lam Research Corp(LRCX) stock.

The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 5 purchases of LRCX, at an average price of $54.87, for a total of 9,930.00 shares. In addition, there have been 9 sales at an average price of $62.66 for 8,951.00 shares. Based on historical transaction data and LRCX's current price of $100.57, ALPS Balanced Opportunity Fund's estimated gain on his LRCX holdings is $114,421.97, reflecting a 21.00% gain to date.

ALPS Balanced Opportunity Fund LRCX ($100.57) Holding Chart

ALPS Balanced Opportunity Fund LRCX ($100.57) 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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