Reinhart Mid Cap PMV Fund LPLA Holdings History
Reinhart Mid Cap PMV Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-02-28, Managed Portfolio Series held 9,990.00 shares of LPL Financial Holdings Inc(LPLA), totaling $3.71 Mil. This investment constitutes 3.2% of their stock portfolio, and Managed Portfolio Series now holds 0.01% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q3. And since then Reinhart Mid Cap PMV Fund has made 1 purchases of LPLA, at an average price of $244.54, for a total of 10,590.00 shares. In addition, there have been 2 sales at an average price of $288.89 for 600.00 shares. Based on historical transaction data and LPLA's current price of $371.97, Reinhart Mid Cap PMV Fund's estimated gain on his LPLA holdings is $1.30 Mil, reflecting a 50.19% gain to date.
Reinhart Mid Cap PMV Fund LPLA ($371.97) Holding Chart
Reinhart Mid Cap 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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