Number of Shares
2,300.00
Current Holdings Value*
$735,520.00
% of Portfolio
2.92%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
84.92%

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 $379.18, YORKTOWN SMALL CAP FUND's estimated gain on his LPLA holdings is $1.70 Mil, reflecting a 84.92% gain to date.

YORKTOWN SMALL CAP FUND LPLA ($379.18) Holding Chart

YORKTOWN SMALL CAP 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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