SEVEN GRAND MANAGERS, LLC LPLA Holdings History
Number of Shares
50,000.00
Current Holdings Value*
$16.36 Mil
% of Portfolio
3.82%
Total Estimate Gain
$2.25 Mil
% of Total Estimate Gain
12.95%
SEVEN GRAND MANAGERS, LLC's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, SEVEN GRAND MANAGERS, LLC held 50,000.00 shares of LPL Financial Holdings Inc(LPLA), totaling $16.36 Mil. This investment constitutes 3.82% of their stock portfolio, and SEVEN GRAND MANAGERS, LLC now holds 0.06% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2025Q1. And since then SEVEN GRAND MANAGERS, LLC has made 1 purchases of LPLA, at an average price of $348.21, for a total of 50,000.00 shares. Based on historical transaction data and LPLA's current price of $393.31, SEVEN GRAND MANAGERS, LLC's estimated gain on his LPLA holdings is $2.25 Mil, reflecting a 12.95% gain to date.
SEVEN GRAND MANAGERS, LLC LPLA ($393.31) Holding Chart
SEVEN GRAND MANAGERS, LLC LPLA ($393.31) 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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