PSF Mid-Cap Growth Portfolio LPLA Holdings History
PSF Mid-Cap Growth Portfolio's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, PSF Mid-Cap Growth Portfolio held 19,728.00 shares of LPL Financial Holdings Inc(LPLA), totaling $6.45 Mil. This investment constitutes 1.63% of their stock portfolio, and PSF Mid-Cap Growth Portfolio now holds 0.02% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2022Q1. And since then PSF Mid-Cap Growth Portfolio has made 7 purchases of LPLA, at an average price of $199.88, for a total of 37,191.00 shares. In addition, there have been 5 sales at an average price of $231.42 for 17,463.00 shares. Based on historical transaction data and LPLA's current price of $370.48, PSF Mid-Cap Growth Portfolio's estimated gain on his LPLA holdings is $3.92 Mil, reflecting a 52.68% gain to date.
PSF Mid-Cap Growth Portfolio LPLA ($370.48) Holding Chart
PSF Mid-Cap Growth Portfolio LPLA ($370.48) 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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