LVIP Blended Mid Cap Managed Volatility Fund LPLA Holdings History
LVIP Blended Mid Cap Managed Volatility Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST held 31,042.00 shares of LPL Financial Holdings Inc(LPLA), totaling $10.16 Mil. This investment constitutes 1.5% of their stock portfolio, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST now holds 0.04% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2022Q4. And since then LVIP Blended Mid Cap Managed Volatility Fund has made 8 purchases of LPLA, at an average price of $244.53, for a total of 34,361.00 shares. In addition, there have been 1 sales at an average price of $225.33 for 3,319.00 shares. Based on historical transaction data and LPLA's current price of $364.27, LVIP Blended Mid Cap Managed Volatility Fund's estimated gain on his LPLA holdings is $3.65 Mil, reflecting a 43.48% gain to date.
LVIP Blended Mid Cap Managed Volatility Fund LPLA ($364.27) Holding Chart
LVIP Blended Mid Cap Managed Volatility Fund LPLA ($364.27) 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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