US Core Portfolio LPLA Holdings History
US Core Portfolio's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 38,871.00 shares of LPL Financial Holdings Inc(LPLA), totaling $12.72 Mil. This investment constitutes 3.73% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0.05% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2024Q1. And since then US Core Portfolio has made 4 purchases of LPLA, at an average price of $298.43, for a total of 50,055.00 shares. In addition, there have been 1 sales at an average price of $225.33 for 11,184.00 shares. Based on historical transaction data and LPLA's current price of $383.60, US Core Portfolio's estimated gain on his LPLA holdings is $2.49 Mil, reflecting a 16.69% gain to date.
US Core Portfolio LPLA ($383.60) Holding Chart
US Core Portfolio LPLA ($383.60) 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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