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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