YORKTOWN SMALL CAP FUND LPLA Holdings History
YORKTOWN SMALL CAP FUND's LPL Financial Holdings Inc Holding Summary
As of 2025-04-30, YORKTOWN SMALL CAP FUND held 2,300.00 shares of LPL Financial Holdings Inc(LPLA), totaling $735,520.00. This investment constitutes 2.92% of their stock portfolio, and YORKTOWN SMALL CAP FUND now holds 0% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2019Q4. And since then YORKTOWN SMALL CAP FUND has made 3 purchases of LPLA, at an average price of $84.35, for a total of 23,800.00 shares. In addition, there have been 8 sales at an average price of $132.10 for 21,500.00 shares. Based on historical transaction data and LPLA's current price of $376.79, YORKTOWN SMALL CAP FUND's estimated gain on his LPLA holdings is $1.70 Mil, reflecting a 84.65% gain to date.
YORKTOWN SMALL CAP FUND LPLA ($376.79) Holding Chart
YORKTOWN SMALL CAP FUND LPLA ($376.79) 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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