Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$7.06 Mil
% of Total Estimate Gain
107.99%

Reinhart Genesis PMV Fund's LPL Financial Holdings Inc Holding Summary

As of 2025-02-28, Managed Portfolio Series held - shares of LPL Financial Holdings Inc(LPLA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2020Q2. And since then Reinhart Genesis PMV Fund has made 7 purchases of LPLA, at an average price of $107.21, for a total of 61,000.00 shares. In addition, there have been 8 sales at an average price of $222.98 for 61,000.00 shares. Based on historical transaction data and LPLA's current price of $371.97, Reinhart Genesis PMV Fund's estimated gain on his LPLA holdings is $7.06 Mil, reflecting a 107.99% gain to date.

Reinhart Genesis PMV Fund LPLA ($371.97) Holding Chart

Reinhart Genesis PMV 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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