Plancorp, LLC Sells in Q4 2024

Plancorp, LLC

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-110K
- 1.7%
$40.38 - $44.35 $4.46M - $4.9M
6.37M $261M
DFAX
Dimensional ETF Tr
-20.9K
- 0.5%
$24.76 - $27.04 $518K - $566K
4.14M $103M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-44.2K
- 37.99%
$124.26 - $134.12 $5.49M - $5.92M
72.1K $9.28M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-173K
- 3.48%
$61.52 - $66.5 $10.6M - $11.5M
4.79M $306M
CMCSA
Comcast Corp

Communication Services
-37.4K
- 50.26%
$37.39 - $45.14 $1.4M - $1.69M
37.1K $1.39M
AVEM
American Centy ETF Tr Avantis

ETFs
-5.12K
- 2.45%
$58.59 - $66.14 $300K - $338K
204K $12M
GOLD
Barrick Gold Corp

Basic Materials
-12.8K
- 4.68%
$15.23 - $21.19 $195K - $271K
260K $4.03M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-18.1K
- 4.97%
$26.65 - $29.34 $482K - $530K
346K $9.38M
DFAT
Dimensional ETF Tr U S Target

ETFs
-25.4K
- 1.55%
$54.54 - $61.04 $1.38M - $1.55M
1.61M $89.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-22.1K
- 1.53%
$63.58 - $71.15 $1.4M - $1.57M
1.42M $92.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-121K
- 1.14%
$33.92 - $36.6 $4.12M - $4.45M
10.5M $363M
AEM
Agnico Eagle Mines LTD

Basic Materials
-7.04K
- 8.93%
$75.99 - $88.85 $535K - $626K
71.8K $5.61M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-7.05K
- 7.38%
$124.61 - $133.96 $879K - $944K
88.5K $11.4M
EPC
Edgewell Personal Care CO

Consumer Defensive
-12.5K
- 26.69%
$33.5 - $38.25 $419K - $478K
34.3K $1.15M
GE
General Electric CO

Industrials
-1.32K
- 10.88%
$159.95 - $194.23 $211K - $257K
10.8K $1.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-22
- 2.39%
$701.85 - $1046.91 $15.4K - $23K
899 $640K
ENR
Energizer Holdings, Inc.

Industrials
-13.6K
- 27.64%
$31.03 - $39.39 $421K - $535K
35.5K $1.24M
ELV
Elevance Health, Inc.

Healthcare
-58
- 3.58%
$365.96 - $514.62 $21.2K - $29.8K
1.56K $577K
MAC
Macerich CO

Real Estate
-16.3K
- 33.37%
$17.44 - $22.11 $284K - $360K
32.5K $648K
CNC
Centene Corp

Healthcare
-141
- 1.08%
$56.71 - $73.94 $8K - $10.4K
12.9K $781K
T
At&T Inc.

Communication Services
-8.79K
- 19.37%
$21.22 - $23.88 $186K - $210K
36.6K $832K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-168
- 24.07%
$501.29 - $612.85 $84.2K - $103K
530 $275K
META
Meta Platforms, Inc.

Communication Services
-566
- 5.23%
$554.08 - $632.68 $314K - $358K
10.3K $6.05M
FNV
Franco Nevada Corp

Basic Materials
-12
- 0.06%
$113.26 - $137.22 $1.36K - $1.65K
21.3K $2.51M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-101
- 0.44%
$58.88 - $64.8 $5.95K - $6.54K
23K $1.35M
LMT
Lockheed Martin Corp

Industrials
-4
- 0.43%
$479.66 - $614.62 $1.92K - $2.46K
921 $447K
ADI
Analog Devices Inc

Technology
-279
- 20.44%
$206.35 - $236.48 $57.6K - $66K
1.09K $230K
FELE
Franklin Electric CO Inc

Industrials
-2
- 0.02%
$95.71 - $110.4 $191 - $221
10K $977K
ADBE
Adobe Inc.

Technology
-55
- 8.72%
$437.39 - $552.96 $24.1K - $30.4K
576 $256K
MMM
3 M CO

Industrials
-225
- 4.37%
$124.74 - $137.12 $28.1K - $30.9K
4.92K $635K
BIIB
Biogen Inc.

Healthcare
-27
- 1.74%
$146.47 - $191.55 $3.95K - $5.17K
1.52K $232K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-399
- 2.37%
$33.39 - $37.66 $13.3K - $15K
16.4K $548K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-158
- 1.4%
$33.73 - $40.36 $5.33K - $6.38K
11.1K $389K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-7.02K
- 36.57%
$47.29 - $84.74 $332K - $595K
12.2K $907K
POST
Post Holdings, Inc.

Consumer Defensive
-146
- 0.47%
$106.14 - $120.72 $15.5K - $17.6K
31K $3.55M
SO
Southern CO

Utilities
-109
- 2.79%
$81.5 - $94.15 $8.88K - $10.3K
3.8K $312K
VBR
Vanguard Small Cap Value ETF

ETFs
-15
- 0.12%
$197.36 - $217.3 $2.96K - $3.26K
12.6K $2.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
-95
- 3.53%
$160.89 - $176.18 $15.3K - $16.7K
2.6K $420K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-108
- 2.34%
$143.69 - $159.92 $15.5K - $17.3K
4.51K $651K
IVE
Ishares S&P 500 Value ETF

ETFs
-5
- 0.17%
$189.5 - $206.17 $948 - $1.03K
2.93K $558K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-296
- 2.48%
$61.68 - $67.87 $18.3K - $20.1K
11.6K $724K
VOT
Vanguard Mid Cap Growth Index

ETFs
-203
- 5.61%
$241.48 - $274.89 $49K - $55.8K
3.42K $866K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-288
- 2.63%
$311.11 - $335.64 $89.6K - $96.7K
10.7K $3.44M
IVV
Ishares Core S&P 500 ETF

ETFs
-104
- 2.26%
$570.51 - $610.59 $59.3K - $63.5K
4.5K $2.65M
Vanguard Malvern Fds
-24
- 0.85%
N/A
2.79K $0
Ge Vernova Inc
-350
- 10.05%
N/A
3.13K $0
Ge Healthcare Technologies I
-669
- 17.61%
N/A
3.13K $0
Genelux Corporation
-8.22K
- 45.09%
N/A
10K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
-102
- 5.31%
$116.4 - $138.52 $11.9K - $14.1K
1.82K $230K
Activity Summary
Buys All Purchases 207 New Holdings 24 Increased Positions 183 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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