Compound Planning, Inc. LRGF Holdings History
Compound Planning, Inc.'s iShares U.S. Equity Factor ETF Holding Summary
As of 2025-03-31, Compound Planning, Inc. held 697,338.00 shares of iShares U.S. Equity Factor ETF(LRGF), totaling $40.36 Mil. This investment constitutes 1.84% of their stock portfolio, and Compound Planning, Inc. now holds 1.76% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2024Q1. And since then Compound Planning, Inc. has made 5 purchases of LRGF, at an average price of $55.86, for a total of 697,338.00 shares. Based on historical transaction data and LRGF's current price of $63.69, Compound Planning, Inc.'s estimated gain on his LRGF holdings is $5.46 Mil, reflecting a 14.01% gain to date.
Compound Planning, Inc. LRGF ($63.69) Holding Chart
Compound Planning, Inc. LRGF ($63.69) 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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