Plan Group Financial, LLC

Q2 2026 13F Holdings

Location
Oklahoma City, OK
Holdings as of
6/30/2026
Value ($000)
$485,544
Num holdings
249
Date filed
8/3/2026
Form type
13F-HR
Prev filing
4/13/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type