Plancorp, LLC Sells in Q1 2025

Plancorp, LLC

  • $2.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-78.2K
- 1.63%
$59.61 - $66.71 $4.66M - $5.22M
4.71M $285M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-20.9K
- 1.47%
$58.81 - $68.2 $1.23M - $1.42M
1.4M $83.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
-11.3K
- 0.7%
$50.44 - $58.1 $569K - $655K
1.6M $82.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-9.09K
- 10.28%
$120.24 - $134.3 $1.09M - $1.22M
79.4K $9.68M
VXF
Vanguard Extended Market ETF

ETFs
-850
- 2.09%
$170.36 - $201.04 $145K - $171K
39.7K $6.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-187
- 1.98%
$468.34 - $539.52 $87.6K - $101K
9.25K $4.34M
CRM
Salesforce, Inc.

Technology
-89
- 1.58%
$268.36 - $359.95 $23.9K - $32K
5.54K $1.49M
CBSH
Commerce Bancshares Inc

Financial Services
-3.49K
- 6.29%
$58.85 - $68.59 $205K - $239K
52K $3.23M
VIG
Vanguard Dividend Appreciation

ETFs
-1.16K
- 40.13%
N/A
1.73K $314K
NKE
Nike, Inc.

Consumer Cyclical
-1.04K
- 10.79%
$63.29 - $81.72 $65.7K - $84.8K
8.58K $544K
DHR
Danaher Corp

Healthcare
-394
- 9.74%
$201.62 - $250.59 $79.4K - $98.7K
3.65K $748K
BA
Boeing CO

Industrials
-555
- 5.04%
$148.15 - $186.25 $82.2K - $103K
10.5K $1.78M
CI
Cigna Corp

Healthcare
-831
- 30.35%
$274.49 - $329.0 $228K - $273K
1.91K $627K
AMD
Advanced Micro Devices Inc

Technology
-323
- 6.29%
$96.63 - $129.55 $31.2K - $41.8K
4.81K $494K
ACN
Accenture PLC

Technology
-189
- 11.27%
$300.91 - $398.25 $56.9K - $75.3K
1.49K $464K
ETN
Eaton Corp PLC

Industrials
-111
- 7.31%
$271.83 - $371.23 $30.2K - $41.2K
1.41K $382K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-196
- 16.65%
$408.78 - $448.82 $80.1K - $88K
981 $411K
EPD
Enterprise Products Partners L.P.

Energy
-3.81K
- 25.38%
$31.75 - $34.14 $121K - $130K
11.2K $382K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-77
- 3.79%
$254.58 - $302.92 $19.6K - $23.3K
1.96K $499K
TXN
Texas Instruments Inc

Technology
-391
- 9.43%
N/A
3.76K $730K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-191
- 4.24%
$131.51 - $149.24 $25.1K - $28.5K
4.32K $574K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-496
- 4.27%
$57.21 - $65.8 $28.4K - $32.6K
11.1K $649K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 0.22%
$634.14 - $744.83 $1.27K - $1.49K
897 $568K
APD
Air Products & Chemicals, Inc.

Basic Materials
-254
- 19.0%
$283.24 - $338.07 $71.9K - $85.9K
1.08K $319K
SBUX
Starbucks Corp

Consumer Cyclical
-817
- 27.72%
$91.75 - $115.81 $75K - $94.6K
2.13K $208K
LMT
Lockheed Martin Corp

Industrials
-32
- 3.47%
$423.19 - $506.29 $13.5K - $16.2K
889 $397K
UNH
Unitedhealth Group Inc

Healthcare
-525
- 4.1%
$461.52 - $548.18 $242K - $288K
12.3K $6.43M
RIOT
Riot Blockchain, Inc.

Technology
-14
- 0.1%
$7.12 - $13.54 $99.7 - $190
13.3K $95K
CNC
Centene Corp

Healthcare
-677
- 5.25%
$55.93 - $65.89 $37.9K - $44.6K
12.2K $741K
GIS
General Mills Inc

Consumer Defensive
-63
- 0.88%
$57.56 - $65.3 $3.63K - $4.11K
7.06K $422K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.65K
- 10.04%
$32.74 - $36.2 $54K - $59.7K
14.8K $516K
CAH
Cardinal Health Inc

Healthcare
-550
- 20.65%
$118.02 - $137.77 $64.9K - $75.8K
2.11K $291K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-45.3K
- 0.71%
$39.96 - $43.3 $1.81M - $1.96M
6.33M $261M
SPGI
S&P Global Inc.

Financial Services
-45
- 7.09%
$478.26 - $543.77 $21.5K - $24.5K
590 $299K
VOE
Vanguard Mid Cap Value Index F

ETFs
-80
- 3.08%
$156.61 - $168.02 $12.5K - $13.4K
2.52K $404K
F
Ford Motor CO

Consumer Cyclical
-1.58K
- 9.45%
$9.12 - $10.43 $14.4K - $16.4K
15.1K $151K
VONV
Vanguard Russell 1000 Value Et

ETFs
-346
- 2.7%
$80.21 - $86.14 $27.8K - $29.8K
12.5K $1.03M
MSTR
Microstrategy Inc

Technology
-13
- 0.52%
$239.27 - $396.5 $3.11K - $5.15K
2.47K $711K
SYK
Stryker Corp

Healthcare
-35
- 3.72%
$355.18 - $399.9 $12.4K - $14K
906 $337K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1
- 0.04%
$90.0 - $96.32 $90 - $96.3
2.58K $237K
ROP
Roper Technologies Inc

Industrials
-67
- 10.86%
$502.71 - $593.81 $33.7K - $39.8K
550 $324K
APPS
Digital Turbine, Inc.

Technology
-6K
- 28.57%
$1.7 - $6.52 $10.2K - $39.1K
15K $40K
PSX
Phillips 66

Energy
-99
- 3.1%
$113.93 - $131.55 $11.3K - $13K
3.09K $381K
BP
Bp PLC

Energy
-955
- 7.64%
$29.93 - $35.31 $28.6K - $33.7K
11.6K $390K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.4K
- 5.88%
$75.32 - $84.77 $181K - $203K
38.4K $3.14M
CB
Chubb LTD

Financial Services
-76
- 2.92%
$257.71 - $301.99 $19.6K - $23K
2.53K $762K
AVSF
American Centy ETF Tr Avantis

ETFs
-150
- 0.17%
$45.96 - $46.74 $6.89K - $7.01K
85.7K $4M
IBM
International Business Machines Corp

Technology
-336
- 4.63%
$217.4 - $264.74 $73K - $89K
6.93K $1.72M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.18K
- 0.58%
$57.11 - $62.4 $67.4K - $73.6K
203K $12.2M
Activity Summary
Buys All Purchases 255 New Holdings 54 Increased Positions 201 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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