Plan Group Financial, LLC Purchases and Sells in Q3 2025

Plan Group Financial, LLC

$355 Million
Q3 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	9.09K + 54.84%	$202.38 - $256.87 $1.84M - $2.33M	25.7K $6.53M
EDIV	61.1K + 58.97%	$37.98 - $39.81 $2.32M - $2.43M	165K $6.4M
BRK-B	4.53K + 124.89%	$459.11 - $506.91 $2.08M - $2.29M	8.15K $4.1M
VWO	39.4K + 98.08%	$49.43 - $54.52 $1.95M - $2.15M	79.5K $4.31M
ICVT	17K + 57.89%	$89.29 - $100.17 $1.52M - $1.71M	46.5K $4.65M
ANGL	57.4K + 64.68%	$28.95 - $29.73 $1.66M - $1.71M	146K $4.34M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	24 New	$692600.0 - $759798.0 $16.6M - $18.2M	24 $18.1M
JQUA	56.2K New	$59.61 - $63.09 $3.35M - $3.55M	56.2K $3.54M
IWM	12.3K New	$214.92 - $244.84 $2.65M - $3.02M	12.3K $2.98M
SLV	60.9K New	$32.73 - $42.5 $1.99M - $2.59M	60.9K $2.58M
JMEE	20.9K New	$59.19 - $64.47 $1.24M - $1.35M	20.9K $1.33M
XLK	4.03K New	$250.97 - $282.66 $1.01M - $1.14M	4.03K $1.13M

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	-71.4K - 29.64%	$34.05 - $36.55 $2.43M - $2.61M	169K $6.16M
RPG	-51K - 34.19%	$45.41 - $48.26 $2.32M - $2.46M	98.2K $4.68M
DFAE	-82.7K - 30.43%	$28.84 - $31.84 $2.39M - $2.63M	189K $5.96M
SPDW	-39.5K - 77.77%	$39.8 - $42.86 $1.57M - $1.69M	11.3K $482K
HYG	-17.7K - 33.39%	$79.85 - $81.32 $1.41M - $1.44M	35.3K $2.86M
DFCF	-32.2K - 33.08%	$41.8 - $43.15 $1.35M - $1.39M	65.2K $2.79M

Activity Summary All Purchases 123 New Holdings 34 Increased Positions 89 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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