Plan Group Financial, LLC
Q4 2024 13F Holdings
Location
Oklahoma City, OK
Holdings as of
12/31/2024
Value ($000)
$189,335
Num holdings
115
Date filed
1/31/2025
Form type
13F-HR
Prev filing
10/22/2024
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2022 Q2 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type