Plancorp, LLC LRGF Holdings History
Plancorp, LLC's iShares U.S. Equity Factor ETF Holding Summary
As of 2025-06-30, Plancorp, LLC held 1.74 Mil shares of iShares U.S. Equity Factor ETF(LRGF), totaling $111.77 Mil. This investment constitutes 3.87% of their stock portfolio, and Plancorp, LLC now holds 4.29% of the outstanding iShares U.S. Equity Factor ETF(LRGF) stock.
The initial trade took place in 2021Q2. And since then Plancorp, LLC has made 15 purchases of LRGF, at an average price of $44.94, for a total of 1.88 Mil shares. In addition, there have been 2 sales at an average price of $41.71 for 140,047.00 shares. Based on historical transaction data and LRGF's current price of $65.70, Plancorp, LLC's estimated gain on his LRGF holdings is $35.73 Mil, reflecting a 42.23% gain to date.
Plancorp, LLC LRGF ($65.70) Holding Chart
Plancorp, LLC LRGF ($65.70) 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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