Number of Shares
25,706.00
Current Holdings Value*
$6.79 Mil
% of Portfolio
0.53%
Total Estimate Gain
$3.53 Mil
% of Total Estimate Gain
54.40%

Delaware Mid Cap Growth Equity Fund's LPL Financial Holdings Inc Holding Summary

As of 2024-03-31, Delaware Mid Cap Growth Equity Fund held 25,706.00 shares of LPL Financial Holdings Inc(LPLA), totaling $6.79 Mil. This investment constitutes 0.53% of their stock portfolio, and Delaware Mid Cap Growth Equity Fund now holds 0.03% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2024Q1. And since then Delaware Mid Cap Growth Equity Fund has made 1 purchases of LPLA, at an average price of $252.41, for a total of 25,706.00 shares. Based on historical transaction data and LPLA's current price of $389.72, Delaware Mid Cap Growth Equity Fund's estimated gain on his LPLA holdings is $3.53 Mil, reflecting a 54.40% gain to date.

Delaware Mid Cap Growth Equity Fund LPLA ($389.72) Holding Chart

Delaware Mid Cap Growth Equity Fund LPLA ($389.72) 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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