Virtus Ceredex Mid-Cap Value Equity Fund LPLA Holdings History
Virtus Ceredex Mid-Cap Value Equity Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, VIRTUS ASSET TRUST held 80,000.00 shares of LPL Financial Holdings Inc(LPLA), totaling $26.17 Mil. This investment constitutes 1.82% of their stock portfolio, and VIRTUS ASSET TRUST now holds 0.1% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2025Q1. And since then Virtus Ceredex Mid-Cap Value Equity Fund has made 1 purchases of LPLA, at an average price of $348.21, for a total of 80,000.00 shares. Based on historical transaction data and LPLA's current price of $371.97, Virtus Ceredex Mid-Cap Value Equity Fund's estimated gain on his LPLA holdings is $1.90 Mil, reflecting a 6.82% gain to date.
Virtus Ceredex Mid-Cap Value Equity Fund LPLA ($371.97) Holding Chart
Virtus Ceredex Mid-Cap Value Equity Fund LPLA ($371.97) 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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