Steward Large Cap Growth Fund LPLA Holdings History
Steward Large Cap Growth Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-04-30, Steward Large Cap Growth Fund held 6,000.00 shares of LPL Financial Holdings Inc(LPLA), totaling $1.92 Mil. This investment constitutes 1.06% of their stock portfolio, and Steward Large Cap Growth Fund now holds 0.01% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2023Q1. And since then Steward Large Cap Growth Fund has made 3 purchases of LPLA, at an average price of $284.99, for a total of 16,000.00 shares. In addition, there have been 3 sales at an average price of $223.71 for 10,000.00 shares. Based on historical transaction data and LPLA's current price of $377.64, Steward Large Cap Growth Fund's estimated gain on his LPLA holdings is $-56,826.00, reflecting a -1.25% gain to date.
Steward Large Cap Growth Fund LPLA ($377.64) Holding Chart
Steward Large Cap Growth Fund LPLA ($377.64) 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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