Global Core Portfolio LPLA Holdings History
Global Core Portfolio's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 2,733.00 shares of LPL Financial Holdings Inc(LPLA), totaling $894,070.00. This investment constitutes 2.39% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q1. And since then Global Core Portfolio has made 3 purchases of LPLA, at an average price of $289.10, for a total of 3,843.00 shares. In addition, there have been 2 sales at an average price of $244.31 for 1,110.00 shares. Based on historical transaction data and LPLA's current price of $380.72, Global Core Portfolio's estimated gain on his LPLA holdings is $200,673.20, reflecting a 18.06% gain to date.
Global Core Portfolio LPLA ($380.72) Holding Chart
Global Core Portfolio LPLA ($380.72) 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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