Column Mid Cap Fund LPLA Holdings History

Number of Shares
26,599.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
1.08%
Total Estimate Gain
$3.96 Mil
% of Total Estimate Gain
49.75%

Column Mid Cap Fund's LPL Financial Holdings Inc Holding Summary

As of 2025-02-28, Column Mid Cap Fund held 26,599.00 shares of LPL Financial Holdings Inc(LPLA), totaling $9.89 Mil. This investment constitutes 1.08% of their stock portfolio, and Column Mid Cap Fund now holds 0.03% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2024Q1. And since then Column Mid Cap Fund has made 1 purchases of LPLA, at an average price of $247.18, for a total of 32,195.00 shares. In addition, there have been 3 sales at an average price of $260.10 for 5,596.00 shares. Based on historical transaction data and LPLA's current price of $393.31, Column Mid Cap Fund's estimated gain on his LPLA holdings is $3.96 Mil, reflecting a 49.75% gain to date.

Column Mid Cap Fund LPLA ($393.31) Holding Chart

Column Mid Cap 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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