NYLI Epoch Capital Growth Fund LPLA Holdings History
NYLI Epoch Capital Growth Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-04-30, NYLI Epoch Capital Growth Fund held 8,602.00 shares of LPL Financial Holdings Inc(LPLA), totaling $2.75 Mil. This investment constitutes 1.67% of their stock portfolio, and NYLI Epoch Capital Growth Fund now holds 0.01% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2021Q4. And since then NYLI Epoch Capital Growth Fund has made 7 purchases of LPLA, at an average price of $194.90, for a total of 16,314.00 shares. In addition, there have been 8 sales at an average price of $259.98 for 7,712.00 shares. Based on historical transaction data and LPLA's current price of $374.36, NYLI Epoch Capital Growth Fund's estimated gain on his LPLA holdings is $2.05 Mil, reflecting a 64.34% gain to date.
NYLI Epoch Capital Growth Fund LPLA ($374.36) Holding Chart
NYLI Epoch Capital Growth Fund LPLA ($374.36) 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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