Number of Shares
114,670.00
Current Holdings Value*
$42.63 Mil
% of Portfolio
2.65%
Total Estimate Gain
$21.65 Mil
% of Total Estimate Gain
30.43%

Columbia Select Mid Cap Growth Fund's LPL Financial Holdings Inc Holding Summary

As of 2025-02-28, Columbia Select Mid Cap Growth Fund held 114,670.00 shares of LPL Financial Holdings Inc(LPLA), totaling $42.63 Mil. This investment constitutes 2.65% of their stock portfolio, and Columbia Select Mid Cap Growth Fund now holds 0.14% of the outstanding LPL Financial Holdings Inc(LPLA) stock.

The initial trade took place in 2023Q3. And since then Columbia Select Mid Cap Growth Fund has made 3 purchases of LPLA, at an average price of $239.89, for a total of 296,628.00 shares. In addition, there have been 3 sales at an average price of $270.02 for 181,958.00 shares. Based on historical transaction data and LPLA's current price of $380.90, Columbia Select Mid Cap Growth Fund's estimated gain on his LPLA holdings is $21.65 Mil, reflecting a 30.43% gain to date.

Columbia Select Mid Cap Growth Fund LPLA ($380.90) Holding Chart

Columbia Select Mid Cap Growth Fund LPLA ($380.90) 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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