LPL Financial LLC EFG Holdings History
LPL Financial LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, LPL Financial LLC held 5.75 Mil shares of iShares MSCI EAFE Growth ETF(EFG), totaling $574.92 Mil. This investment constitutes 0.22% of their stock portfolio, and LPL Financial LLC now holds 4.79% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2018Q2. And since then LPL Financial LLC has made 19 purchases of EFG, at an average price of $94.26, for a total of 14.38 Mil shares. In addition, there have been 9 sales at an average price of $96.80 for 8.63 Mil shares. Based on historical transaction data and EFG's current price of $110.01, LPL Financial LLC's estimated gain on his EFG holdings is $112.49 Mil, reflecting a 8.30% gain to date.
LPL Financial LLC EFG ($110.01) Holding Chart
LPL Financial LLC EFG ($110.01) 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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