Plancorp, LLC Purchases in Q3 2024

Plancorp, LLC

  • $2.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
29.5K
+ 6.48%
$255.18 - $283.2 $7.52M - $8.34M
484K $137M
AVUV
American Centy ETF Tr Avantis

ETFs
30.5K
+ 3.77%
$88.24 - $99.7 $2.69M - $3.04M
838K $80.4M
LRGF
Ishares Tr

ETFs
29.4K
+ 1.97%
$52.89 - $58.77 $1.56M - $1.73M
1.52M $89.4M
DFIV
Dimensional ETF Tr

ETFs
2.06K
+ 0.08%
$34.66 - $38.38 $71.3K - $78.9K
2.65M $101M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
23.7K
+ 5.62%
$60.13 - $68.17 $1.43M - $1.62M
446K $30.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.49K
+ 4.39%
$475.2 - $527.7 $1.18M - $1.31M
59K $31.1M
AVUS
American Centy ETF Tr Avantis

ETFs
248
+ 0.05%
$86.27 - $95.15 $21.4K - $23.6K
521K $49.6M
VEA
Vanguard Ftse Developed Market

ETFs
16.1K
+ 5.28%
$47.6 - $53.31 $768K - $861K
322K $17M
EFSC
Enterprise Financial Services Corp

Financial Services
20.6K
+ 47.37%
$38.94 - $54.0 $801K - $1.11M
64K $3.28M
EFV
Msci Eafe Value ETF

ETFs
1.72K
+ 0.63%
$51.72 - $57.96 $88.8K - $99.5K
275K $15.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 0.41%
$405.19 - $478.57 $26.7K - $31.6K
16.2K $7.46M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.42K
+ 7.45%
$41.9 - $48.26 $353K - $406K
121K $5.81M
DFAI
Dimensional ETF Tr

ETFs
688
+ 0.18%
$28.69 - $32.06 $19.7K - $22.1K
393K $12.5M
WMT
Walmart Inc.

Consumer Defensive
1.54K
+ 2.95%
$66.91 - $81.4 $103K - $125K
53.8K $4.35M
CDE
Coeur Mining, Inc.

Basic Materials
67K
+ 28.84%
$5.12 - $7.51 $343K - $503K
299K $2.06M
VXF
Vanguard Extended Market ETF

ETFs
1.06K
+ 2.74%
$163.98 - $182.92 $173K - $194K
39.6K $7.21M
POST
Post Holdings, Inc.

Consumer Defensive
2K
+ 6.87%
$103.64 - $118.23 $207K - $237K
31.1K $3.6M
IMO
Imperial Oil LTD

Energy
5.97K
+ 15.13%
$65.73 - $77.23 $393K - $461K
45.5K $3.2M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.2%
$245.82 - $304.51 $4.67K - $5.79K
9.42K $2.87M
SHOP
Shopify Inc.

Technology
5.69K
New
$52.26 - $80.75 $297K - $460K
5.69K $456K
EPD
Enterprise Products Partners L.P.

Energy
15K
New
$27.88 - $30.0 $417K - $449K
15K $435K
VBR
Vanguard Small Cap Value ETF

ETFs
1.01K
+ 8.65%
$179.99 - $201.6 $181K - $203K
12.6K $2.54M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
6.36K
New
$53.01 - $82.74 $337K - $526K
6.36K $411K
MSTR
Microstrategy Inc

Technology
2.26K
New
$114.3 - $1800.09 $259K - $4.07M
2.26K $381K
HD
Home Depot, Inc.

Consumer Cyclical
215
+ 4.68%
$333.64 - $405.2 $71.7K - $87.1K
4.81K $1.95M
GE
General Electric CO

Industrials
6
+ 0.05%
$156.66 - $189.66 $940 - $1.14K
12.1K $2.29M
VRT
Vertiv Holdings CO

Industrials
4.12K
New
$86.66 - $86.66 $357K - $357K
4.12K $356K
AVLV
American Centy ETF Tr Avantis
3.2K
+ 9.89%
$60.05 - $65.83 $192K - $211K
35.6K $2.34M
VHT
Vanguard Health Care ETF

ETFs
1.07K
New
$261.88 - $288.1 $279K - $307K
1.07K $300K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.06K
+ 15.31%
$58.03 - $65.37 $178K - $200K
23.1K $1.49M
PPG
Ppg Industries Inc

Basic Materials
2.11K
New
$118.32 - $134.55 $249K - $284K
2.11K $279K
NOW
Service Now, Inc.

Technology
296
New
$730.87 - $937.36 $216K - $277K
296 $264K
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.25K
New
$30.74 - $34.07 $223K - $247K
7.25K $247K
SPY
Spdr S&P 500 ETF Trust

ETFs
102
+ 1.63%
$517.38 - $573.86 $52.8K - $58.5K
6.37K $3.66M
BX
Blackstone Inc.

Financial Services
1.58K
New
$120.77 - $159.66 $191K - $252K
1.58K $241K
VTV
Vanguard Value ETF

ETFs
179
+ 1.23%
$159.75 - $174.57 $28.6K - $31.2K
14.7K $2.57M
HCA
Hca Healthcare, Inc.

Healthcare
579
New
$315.12 - $406.43 $182K - $235K
579 $235K
ORCL
Oracle Corp

Technology
7
+ 0.09%
$125.9 - $170.35 $881 - $1.19K
7.87K $1.34M
ESE
Esco Technologies Inc

Technology
1
+ 0.01%
$102.11 - $128.98 $102 - $129
9.59K $1.24M
CARR
Carrier Global Corp

Industrials
2.79K
New
$61.9 - $80.88 $173K - $225K
2.79K $224K
BSX
Boston Scientific Corp

Healthcare
2.66K
New
$72.96 - $84.0 $194K - $223K
2.66K $222K
FICO
Fair Isaac Corp

Technology
114
New
$1496.51 - $1947.38 $171K - $222K
114 $221K
DUK
Duke Energy Corp

Utilities
1.92K
New
$99.35 - $117.71 $191K - $226K
1.92K $221K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7
+ 0.02%
$75.63 - $84.89 $529 - $594
40.2K $3.39M
NOC
Northrop Grumman Corp

Industrials
404
New
$423.73 - $533.14 $171K - $215K
404 $213K
TTD
Trade Desk, Inc.

Technology
1.94K
New
$83.08 - $110.79 $161K - $215K
1.94K $212K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.7K
New
$57.22 - $80.08 $154K - $216K
2.7K $210K
NEE
Nextera Energy Inc

Utilities
56
+ 0.38%
$69.9 - $84.97 $3.91K - $4.76K
15K $1.26M
ITW
Illinois Tool Works Inc

Industrials
796
New
$233.14 - $263.97 $186K - $210K
796 $208K
Activity Summary
Buys All Purchases 181 New Holdings 38 Increased Positions 143 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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