Virtus KAR Small-Mid Cap Core Fund LPLA Holdings History
Virtus KAR Small-Mid Cap Core Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 296,357.00 shares of LPL Financial Holdings Inc(LPLA), totaling $96.95 Mil. This investment constitutes 4.93% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.37% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2021Q1. And since then Virtus KAR Small-Mid Cap Core Fund has made 13 purchases of LPLA, at an average price of $160.80, for a total of 388,140.00 shares. In addition, there have been 3 sales at an average price of $227.19 for 91,783.00 shares. Based on historical transaction data and LPLA's current price of $384.11, Virtus KAR Small-Mid Cap Core Fund's estimated gain on his LPLA holdings is $72.27 Mil, reflecting a 115.80% gain to date.
Virtus KAR Small-Mid Cap Core Fund LPLA ($384.11) Holding Chart
Virtus KAR Small-Mid Cap Core Fund LPLA ($384.11) 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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