WINMILL & CO. INC LPLA Holdings History

Number of Shares
48,860.00
Current Holdings Value*
$15.98 Mil
% of Portfolio
4.86%
Total Estimate Gain
$7.42 Mil
% of Total Estimate Gain
66.40%

WINMILL & CO. INC's LPL Financial Holdings Inc Holding Summary

As of 2025-03-31, WINMILL & CO. INC held 48,860.00 shares of LPL Financial Holdings Inc(LPLA), totaling $15.98 Mil. This investment constitutes 4.86% of their stock portfolio, and WINMILL & CO. INC now holds 0.06% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2023Q3. And since then WINMILL & CO. INC has made 2 purchases of LPLA, at an average price of $228.81, for a total of 48,860.00 shares. Based on historical transaction data and LPLA's current price of $380.74, WINMILL & CO. INC's estimated gain on his LPLA holdings is $7.42 Mil, reflecting a 66.40% gain to date.

WINMILL & CO. INC LPLA ($380.74) Holding Chart

WINMILL & CO. INC LPLA ($380.74) 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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