Column Mid Cap Select Fund LPLA Holdings History
Number of Shares
113,151.00
Current Holdings Value*
$42.06 Mil
% of Portfolio
1.96%
Total Estimate Gain
$14.64 Mil
% of Total Estimate Gain
51.86%
Column Mid Cap Select Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-02-28, Column Mid Cap Select Fund held 113,151.00 shares of LPL Financial Holdings Inc(LPLA), totaling $42.06 Mil. This investment constitutes 1.96% of their stock portfolio, and Column Mid Cap Select Fund now holds 0.14% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q1. And since then Column Mid Cap Select Fund has made 4 purchases of LPLA, at an average price of $249.49, for a total of 113,151.00 shares. Based on historical transaction data and LPLA's current price of $378.87, Column Mid Cap Select Fund's estimated gain on his LPLA holdings is $14.64 Mil, reflecting a 51.86% gain to date.
Column Mid Cap Select Fund LPLA ($378.87) Holding Chart
Column Mid Cap Select Fund LPLA ($378.87) 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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