BBH Select Series Mid Cap Fund LPLA Holdings History
BBH Select Series Mid Cap Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-04-30, BBH Select Series Mid Cap Fund held 57,599.00 shares of LPL Financial Holdings Inc(LPLA), totaling $18.42 Mil. This investment constitutes 3.97% of their stock portfolio, and BBH Select Series Mid Cap Fund now holds 0.07% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2022Q2. And since then BBH Select Series Mid Cap Fund has made 10 purchases of LPLA, at an average price of $232.62, for a total of 57,833.00 shares. In addition, there have been 1 sales at an average price of $228.34 for 234.00 shares. Based on historical transaction data and LPLA's current price of $370.48, BBH Select Series Mid Cap Fund's estimated gain on his LPLA holdings is $7.94 Mil, reflecting a 59.02% gain to date.
BBH Select Series Mid Cap Fund LPLA ($370.48) Holding Chart
BBH Select Series Mid Cap Fund LPLA ($370.48) 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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