Plan Group Financial, LLC
Q3 2023 13F Holdings
Location
Oklahoma City, OK
Holdings as of
9/30/2023
Value ($000)
$138,854
Num holdings
71
Date filed
11/13/2023
Form type
13F-HR
Prev filing
8/10/2023
Next filing
1/29/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q2
2022 Q2 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type