EDGE MidCap Fund LPLA Holdings History
EDGE MidCap Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-02-28, PRINCIPAL FUNDS INC held 5,397.00 shares of LPL Financial Holdings Inc(LPLA), totaling $2.01 Mil. This investment constitutes 2.92% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0.01% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q2. And since then EDGE MidCap Fund has made 3 purchases of LPLA, at an average price of $261.13, for a total of 5,397.00 shares. Based on historical transaction data and LPLA's current price of $380.74, EDGE MidCap Fund's estimated gain on his LPLA holdings is $645,557.55, reflecting a 45.81% gain to date.
EDGE MidCap Fund LPLA ($380.74) Holding Chart
EDGE MidCap Fund LPLA ($380.74) 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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