Plan Group Financial, LLC

Q3 2026 13F Holdings

Location
Oklahoma City, OK
Holdings as of
9/30/2026
Value ($000)
$509,682
Num holdings
228
Date filed
10/22/2026
Form type
13F-HR
Prev filing
8/3/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type