Penn Series Small Cap Growth Fund LPLA Holdings History
Penn Series Small Cap Growth Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, Penn Series Small Cap Growth Fund held 4,937.00 shares of LPL Financial Holdings Inc(LPLA), totaling $1.62 Mil. This investment constitutes 1.89% of their stock portfolio, and Penn Series Small Cap Growth Fund now holds 0.01% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2019Q3. In addition, there have been 16 sales at an average price of $166.63 for 22,457.00 shares. Based on historical transaction data and LPLA's current price of $370.48, Penn Series Small Cap Growth Fund's estimated gain on his LPLA holdings is $3.38 Mil, reflecting a 154.12% gain to date.
Penn Series Small Cap Growth Fund LPLA ($370.48) Holding Chart
Penn Series Small Cap Growth Fund 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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