Plan Group Financial, LLC Purchases and Sells in Q1 2025

Plan Group Financial, LLC

$272 Million
Q1 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	9.09K + 30.15%	$507.05 - $563.67 $4.61M - $5.13M	39.2K $20.2M
XOM	29.6K + 231.85%	$105.44 - $118.93 $3.12M - $3.52M	42.3K $5.04M
ACWI	31.9K + 40.48%	$115.16 - $124.13 $3.68M - $3.96M	111K $12.9M
GLD	10.4K + 178.84%	$243.19 - $288.14 $2.52M - $2.99M	16.2K $4.66M
IWR	34.1K + 36.81%	$82.81 - $92.93 $2.82M - $3.17M	127K $10.8M
DFAI	60.6K + 21.76%	$28.88 - $32.4 $1.75M - $1.96M	339K $10.6M

New Holdings

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EDIV	73.9K New	$34.23 - $36.9 $2.53M - $2.73M	73.9K $2.64M
OUNZ	83.5K New	$25.41 - $30.14 $2.12M - $2.52M	83.5K $2.52M
IPKW	42.1K New	$39.44 - $47.66 $1.66M - $2.01M	42.1K $1.92M
SGOL	57.8K New	$25.14 - $29.82 $1.45M - $1.72M	57.8K $1.72M
BTI	36.5K New	$35.35 - $42.74 $1.29M - $1.56M	36.5K $1.51M
LVHI	44.8K New	$30.53 - $32.85 $1.37M - $1.47M	44.8K $1.45M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALF	-71 - 0.08%	$36.64 - $45.76 $2.6K - $3.25K	91.5K $3.43M
IVE	-1.35K - 52.31%	$185.78 - $198.58 $250K - $267K	1.23K $234K
PG	-1.27K - 36.15%	$158.56 - $176.26 $202K - $224K	2.25K $382K
AOA	-2.47K - 12.45%	$75.7 - $80.01 $187K - $197K	17.3K $1.33M
VONG	-22 - 0.34%	$92.71 - $107.38 $2.04K - $2.36K	6.38K $592K
AOM	-1.61K - 8.83%	$42.93 - $44.71 $68.9K - $71.8K	16.6K $727K

Activity Summary All Purchases 137 New Holdings 46 Increased Positions 91 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.