MFS Mid Cap Growth Series LPLA Holdings History
MFS Mid Cap Growth Series's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, MFS VARIABLE INSURANCE TRUST held 20,444.00 shares of LPL Financial Holdings Inc(LPLA), totaling $6.69 Mil. This investment constitutes 2.09% of their stock portfolio, and MFS VARIABLE INSURANCE TRUST now holds 0.03% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2023Q3. And since then MFS Mid Cap Growth Series has made 6 purchases of LPLA, at an average price of $258.55, for a total of 24,240.00 shares. In addition, there have been 1 sales at an average price of $225.33 for 3,796.00 shares. Based on historical transaction data and LPLA's current price of $380.74, MFS Mid Cap Growth Series's estimated gain on his LPLA holdings is $2.37 Mil, reflecting a 37.85% gain to date.
MFS Mid Cap Growth Series LPLA ($380.74) Holding Chart
MFS Mid Cap Growth Series LPLA ($380.74) 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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