Baron FinTech Fund LPLA Holdings History
Baron FinTech Fund's LPL Financial Holdings Inc Holding Summary
As of 2025-09-30, BARON SELECT FUNDS held 8,000.00 shares of LPL Financial Holdings Inc(LPLA), totaling $2.66 Mil. This investment constitutes 3.81% of their stock portfolio, and BARON SELECT FUNDS now holds 0.01% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2021Q4. And since then Baron FinTech Fund has made 5 purchases of LPLA, at an average price of $193.46, for a total of 15,254.00 shares. In addition, there have been 4 sales at an average price of $241.47 for 7,254.00 shares. Based on historical transaction data and LPLA's current price of $349.49, Baron FinTech Fund's estimated gain on his LPLA holdings is $1.60 Mil, reflecting a 54.10% gain to date.
Baron FinTech Fund LPLA ($349.49) Holding Chart
Baron FinTech Fund LPLA ($349.49) 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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