Number of Shares
9,990.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
3.2%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
53.35%

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 $380.18, Reinhart Mid Cap PMV Fund's estimated gain on his LPLA holdings is $1.38 Mil, reflecting a 53.35% gain to date.

Reinhart Mid Cap PMV Fund LPLA ($380.18) Holding Chart

Reinhart Mid Cap PMV Fund LPLA ($380.18) 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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