Current Value of Holding

$222 Million

Shares

655 Thousand

% of Portfolio

3.60%

Average Buy Price

$245

Avg closing price
Price range

2 Daniel Loeb LPL Financial Holdings Trades

Daniel Loeb's position in LPL Financial Holdings is currently worth $222 Million. That's 3.60% of their equity portfolio (10th largest holding). The stake costed the investor $160 Million, netting the investor a gain of 39% so far.

Avg closing price
Price range
Increased shares by 35.1% (+170 Thousand shares) Q4 2024
Avg closing price $297.34
Price range $229.85 - $335.91
New holding (+485 Thousand shares) Q3 2024
Avg closing price $226.14
Price range $193.00 - $282.10

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