Virtus KAR Mid-Cap Core Fund LPLA Holdings History
Virtus KAR Mid-Cap Core Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 312,513.00 shares of LPL Financial Holdings Inc(LPLA), totaling $102.24 Mil. This investment constitutes 3.88% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.39% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2021Q1. And since then Virtus KAR Mid-Cap Core Fund has made 15 purchases of LPLA, at an average price of $192.90, for a total of 395,229.00 shares. In addition, there have been 2 sales at an average price of $242.23 for 82,716.00 shares. Based on historical transaction data and LPLA's current price of $371.97, Virtus KAR Mid-Cap Core Fund's estimated gain on his LPLA holdings is $60.04 Mil, reflecting a 78.76% gain to date.
Virtus KAR Mid-Cap Core Fund LPLA ($371.97) Holding Chart
Virtus KAR Mid-Cap Core 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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