Mid-Cap Value Portfolio LPLA Holdings History
Mid-Cap Value Portfolio's LPL Financial Holdings Inc Holding Summary
As of 2024-12-31, PACIFIC SELECT FUND held 17,427.00 shares of LPL Financial Holdings Inc(LPLA), totaling $5.69 Mil. This investment constitutes 1.79% of their stock portfolio, and PACIFIC SELECT FUND now holds 0.02% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2023Q2. And since then Mid-Cap Value Portfolio has made 4 purchases of LPLA, at an average price of $213.34, for a total of 22,187.00 shares. In addition, there have been 2 sales at an average price of $263.69 for 4,760.00 shares. Based on historical transaction data and LPLA's current price of $371.97, Mid-Cap Value Portfolio's estimated gain on his LPLA holdings is $3.00 Mil, reflecting a 63.47% gain to date.
Mid-Cap Value Portfolio LPLA ($371.97) Holding Chart
Mid-Cap Value Portfolio LPLA ($371.97) 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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