Plan Group Financial, LLC Purchases and Sells in Q1 2024

Plan Group Financial, LLC

$152 Million
Q1 2024

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	5.82K + 26.65%	$429.43 - $481.35 $2.5M - $2.8M	27.7K $13.3M
COWZ	21.8K + 14.95%	$50.77 - $58.11 $1.1M - $1.26M	167K $9.72M
RPG	28.1K + 21.94%	$30.98 - $36.93 $872K - $1.04M	156K $5.74M
IVE	8.33K + 720.24%	$171.09 - $186.81 $1.42M - $1.56M	9.48K $1.77M
ACWI	8.49K + 13.07%	$99.79 - $110.15 $847K - $935K	73.4K $8.09M
IWR	11.3K + 15.96%	$75.37 - $84.09 $852K - $950K	82.1K $6.91M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	8.82K New	$152.32 - $189.2 $1.34M - $1.67M	8.82K $1.65M
VXUS	15.9K New	$55.74 - $60.35 $884K - $957K	15.9K $955K
VO	3.47K New	$225.86 - $249.86 $783K - $866K	3.47K $865K
WMT	13.9K New	$58.61 - $175.86 $816K - $2.45M	13.9K $837K
IXN	10.1K New	$65.15 - $75.6 $661K - $767K	10.1K $758K
VZ	12.3K New	$37.9 - $42.49 $468K - $524K	12.3K $517K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-1.28K - 67.7%	$367.75 - $429.37 $472K - $551K	612 $257K
JPST	-1.92K - 30.55%	$50.23 - $50.49 $96.4K - $96.9K	4.36K $220K
SPLG	-1.3K - 23.91%	$54.97 - $61.53 $71.4K - $79.9K	4.13K $254K
OGE	-348 - 3.7%	$32.31 - $35.73 $11.2K - $12.4K	9.05K $310K
AOK	-651 - 5.39%	$35.65 - $36.85 $23.2K - $24K	11.4K $420K
VBR	-38 - 3.3%	$172.45 - $191.88 $6.55K - $7.29K	1.11K $213K

Activity Summary All Purchases 81 New Holdings 27 Increased Positions 54 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.