MidCap Fund LPLA Holdings History
MidCap Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-04-30, MidCap Fund held 987,045.00 shares of LPL Financial Holdings Inc(LPLA), totaling $315.65 Mil. This investment constitutes 1.07% of their stock portfolio, and MidCap Fund now holds 1.23% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2025Q1. And since then MidCap Fund has made 2 purchases of LPLA, at an average price of $332.24, for a total of 987,045.00 shares. Based on historical transaction data and LPLA's current price of $371.97, MidCap Fund's estimated gain on his LPLA holdings is $39.22 Mil, reflecting a 11.96% gain to date.
MidCap Fund LPLA ($371.97) Holding Chart
MidCap Fund 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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