Delaware Mid Cap Growth Equity Fund LPLA Holdings History
Number of Shares
25,706.00
Current Holdings Value*
$6.79 Mil
% of Portfolio
0.53%
Total Estimate Gain
$3.13 Mil
% of Total Estimate Gain
48.31%
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 $374.36, Delaware Mid Cap Growth Equity Fund's estimated gain on his LPLA holdings is $3.13 Mil, reflecting a 48.31% gain to date.
Delaware Mid Cap Growth Equity Fund LPLA ($374.36) Holding Chart
Delaware Mid Cap Growth Equity Fund LPLA ($374.36) 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 % |
Top Ranked Articles
- 1