Wellington Global Multi-Strategy Fund LPLA Holdings History
Wellington Global Multi-Strategy Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-04-30, Wellington Global Multi-Strategy Fund held 800.00 shares of LPL Financial Holdings Inc(LPLA), totaling $255,830.00. This investment constitutes 25.89% of their stock portfolio, and Wellington Global Multi-Strategy Fund now holds 0% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2025Q2. And since then Wellington Global Multi-Strategy Fund has made 1 purchases of LPLA, at an average price of $336.17, for a total of 1,527.00 shares. Based on historical transaction data and LPLA's current price of $379.18, Wellington Global Multi-Strategy Fund's estimated gain on his LPLA holdings is $7,784.81, reflecting a 1.52% gain to date.
Wellington Global Multi-Strategy Fund LPLA ($379.18) Holding Chart
Wellington Global Multi-Strategy Fund LPLA ($379.18) 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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