TOBAM's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, TOBAM held 16,331.00 shares of LPL Financial Holdings Inc(LPLA), totaling $5.34 Mil. This investment constitutes 2.28% of their stock portfolio, and TOBAM now holds 0.02% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2020Q4. And since then TOBAM has made 7 purchases of LPLA, at an average price of $235.30, for a total of 58,846.00 shares. In addition, there have been 6 sales at an average price of $287.34 for 42,515.00 shares. Based on historical transaction data and LPLA's current price of $376.79, TOBAM's estimated gain on his LPLA holdings is $4.52 Mil, reflecting a 32.67% gain to date.
TOBAM LPLA ($376.79) Holding Chart
TOBAM LPLA ($376.79) 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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