Baron Durable Advantage Fund LPLA Holdings History
Baron Durable Advantage Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-03-31, BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) held 45,537.00 shares of LPL Financial Holdings Inc(LPLA), totaling $14.90 Mil. This investment constitutes 3.34% of their stock portfolio, and BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) now holds 0.06% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2023Q1. And since then Baron Durable Advantage Fund has made 7 purchases of LPLA, at an average price of $269.88, for a total of 45,537.00 shares. Based on historical transaction data and LPLA's current price of $371.97, Baron Durable Advantage Fund's estimated gain on his LPLA holdings is $4.65 Mil, reflecting a 37.83% gain to date.
Baron Durable Advantage Fund LPLA ($371.97) Holding Chart
Baron Durable Advantage Fund LPLA ($371.97) 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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