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 %

Top Ranked Articles

  • 1