Clarkston Founders Fund LPLA Holdings History
Clarkston Founders Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, ALPS Series Trust held 83,000.00 shares of LPL Financial Holdings Inc(LPLA), totaling $27.15 Mil. This investment constitutes 3.92% of their stock portfolio, and ALPS Series Trust now holds 0.1% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2020Q1. And since then Clarkston Founders Fund has made 4 purchases of LPLA, at an average price of $98.25, for a total of 120,000.00 shares. In addition, there have been 1 sales at an average price of $348.21 for 37,000.00 shares. Based on historical transaction data and LPLA's current price of $393.31, Clarkston Founders Fund's estimated gain on his LPLA holdings is $33.74 Mil, reflecting a 286.14% gain to date.
Clarkston Founders Fund LPLA ($393.31) Holding Chart
Clarkston Founders Fund LPLA ($393.31) 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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