First Trust Capital Strength Portfolio LPLA Holdings History
First Trust Capital Strength Portfolio's LPL Financial Holdings Inc Holding Summary
As of 2024-12-31, FIRST TRUST VARIABLE INSURANCE TRUST held - shares of LPL Financial Holdings Inc(LPLA), totaling N/A. This investment constitutes 0% of their stock portfolio, and FIRST TRUST VARIABLE INSURANCE TRUST now holds 0% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q3. And since then First Trust Capital Strength Portfolio has made 1 purchases of LPLA, at an average price of $225.33, for a total of 13,083.00 shares. In addition, there have been 1 sales at an average price of $296.76 for 13,083.00 shares. Based on historical transaction data and LPLA's current price of $375.23, First Trust Capital Strength Portfolio's estimated gain on his LPLA holdings is $934,518.69, reflecting a 31.70% gain to date.
First Trust Capital Strength Portfolio LPLA ($375.23) Holding Chart
First Trust Capital Strength Portfolio LPLA ($375.23) 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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