Number of Shares
1,084.00
Current Holdings Value*
$248,630.00
% of Portfolio
0.87%
Total Estimate Gain
$189,733.28
% of Total Estimate Gain
78.97%

Eaton Vance Global Small-Cap Equity Fund's LPL Financial Holdings Inc Holding Summary

As of 2023-07-31, EATON VANCE MUTUAL FUNDS TRUST held 1,084.00 shares of LPL Financial Holdings Inc(LPLA), totaling $248,630.00. This investment constitutes 0.87% of their stock portfolio, and EATON VANCE MUTUAL FUNDS TRUST now holds 0% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2022Q4. And since then Eaton Vance Global Small-Cap Equity Fund has made 3 purchases of LPLA, at an average price of $218.43, for a total of 1,100.00 shares. In addition, there have been 1 sales at an average price of $228.34 for 16.00 shares. Based on historical transaction data and LPLA's current price of $393.31, Eaton Vance Global Small-Cap Equity Fund's estimated gain on his LPLA holdings is $189,733.28, reflecting a 78.97% gain to date.

Eaton Vance Global Small-Cap Equity Fund LPLA ($393.31) Holding Chart

Eaton Vance Global Small-Cap Equity Fund LPLA ($393.31) 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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