Plan Group Financial, LLC
Q1 2024 13F Holdings
Location
Oklahoma City, OK
Holdings as of
3/31/2024
Value ($000)
$152,296
Num holdings
94
Date filed
4/26/2024
Form type
13F-HR
Prev filing
1/29/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
2023 Q3
2023 Q2
2022 Q2 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type