Disciplined Value Mid Cap Fund LPLA Holdings History
Disciplined Value Mid Cap Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Disciplined Value Mid Cap Fund held 1.10 Mil shares of LPL Financial Holdings Inc(LPLA), totaling $360.03 Mil. This investment constitutes 1.76% of their stock portfolio, and Disciplined Value Mid Cap Fund now holds 1.38% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2023Q2. And since then Disciplined Value Mid Cap Fund has made 5 purchases of LPLA, at an average price of $218.80, for a total of 1.20 Mil shares. In addition, there have been 2 sales at an average price of $345.66 for 100,824.00 shares. Based on historical transaction data and LPLA's current price of $384.11, Disciplined Value Mid Cap Fund's estimated gain on his LPLA holdings is $194.72 Mil, reflecting a 74.08% gain to date.
Disciplined Value Mid Cap Fund LPLA ($384.11) Holding Chart
Disciplined Value Mid Cap Fund LPLA ($384.11) 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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