Plan Group Financial, LLC Sells in Q2 2025

Plan Group Financial, LLC

  • $295 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
-98.3K
- 28.98%
$28.02 - $34.71 $2.75M - $3.41M
241K $8.33M
DFAE
Dimensional ETF Tr

ETFs
-115K
- 29.77%
$22.87 - $28.95 $2.64M - $3.34M
272K $7.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.96K
- 17.74%
$456.74 - $568.03 $3.18M - $3.96M
32.3K $18.3M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-74.4K
- 33.27%
$33.86 - $45.77 $2.52M - $3.4M
149K $6.83M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-38.4K
- 28.06%
$41.11 - $42.42 $1.58M - $1.63M
98.4K $4.11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-22K
- 28.26%
$72.02 - $73.82 $1.58M - $1.62M
55.8K $4.11M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-38.1K
- 28.14%
$41.1 - $42.37 $1.57M - $1.62M
97.4K $4.11M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-14.6K
- 28.2%
$105.23 - $109.61 $1.53M - $1.6M
37.1K $4.06M
EMB
Ishares Tr

ETFs
-18.1K
- 28.07%
$86.54 - $92.62 $1.56M - $1.67M
46.3K $4.29M
HYG
Ishares Tr

ETFs
-20.3K
- 27.73%
$75.75 - $80.65 $1.54M - $1.64M
52.9K $4.27M
GLD
Spdr Gold Trust

ETFs
-4.57K
- 28.27%
$273.71 - $316.29 $1.25M - $1.44M
11.6K $3.53M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-29.7K
- 32.41%
$32.0 - $39.87 $949K - $1.18M
61.9K $2.46M
IWR
Ishares Russell Mid Cap ETF

ETFs
-18.8K
- 14.88%
$74.88 - $91.97 $1.41M - $1.73M
108K $9.92M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-45.5K
- 14.19%
$12.21 - $13.9 $556K - $633K
275K $3.59M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.7K
- 11.06%
$90.56 - $109.49 $972K - $1.18M
86.3K $9.43M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-13.1K
- 5.74%
$47.46 - $55.3 $623K - $726K
215K $11.9M
REZ
Ishares Tr Residential And Mul

ETFs
-4.06K
- 5.79%
$76.14 - $86.35 $309K - $351K
66.1K $5.44M
DKL
Delek Logistics Partners, LP

Energy
-9.95K
- 39.48%
$36.04 - $43.76 $359K - $435K
15.3K $654K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.3K
- 49.97%
$24.32 - $27.87 $300K - $343K
12.3K $326K
EPD
Enterprise Products Partners L.P.

Energy
-6.14K
- 12.04%
$28.95 - $34.22 $178K - $210K
44.8K $1.39M
KRP
Kimbell Royalty Partners, LP

Energy
-24.5K
- 71.01%
$11.58 - $14.61 $284K - $358K
10K $139K
HON
Honeywell International Inc

Industrials
-1.85K
- 23.13%
$182.86 - $232.88 $339K - $432K
6.16K $1.43M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-2.42K
- 14.49%
$81.66 - $93.76 $198K - $227K
14.3K $1.34M
ARCC
Ares Capital Corp

Financial Services
-8.03K
- 8.14%
$18.91 - $22.43 $152K - $180K
90.6K $1.99M
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.7K
- 42.37%
$82.51 - $109.2 $223K - $295K
3.68K $401K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2K
- 34.9%
$53.23 - $70.65 $106K - $141K
3.73K $215K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.5K
- 23.58%
$38.81 - $44.28 $97K - $111K
8.1K $343K
FSK
Fs Kkr Capital Corp

Financial Services
-4.91K
- 16.65%
$17.95 - $21.5 $88.2K - $106K
24.6K $510K
PG
Procter & Gamble CO

Consumer Defensive
-167
- 7.43%
$157.66 - $172.39 $26.3K - $28.8K
2.08K $331K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-5.6K
- 15.34%
$39.43 - $49.34 $221K - $276K
30.9K $1.46M
TGT
Target Corp

Consumer Defensive
-270
- 9.62%
$88.76 - $105.77 $24K - $28.6K
2.54K $250K
CVS
Cvs Health Corp

Healthcare
-620
- 11.34%
$60.04 - $70.18 $37.2K - $43.5K
4.85K $334K
OGE
Oge Energy Corp.

Utilities
-383
- 4.16%
$42.23 - $46.38 $16.2K - $17.8K
8.81K $391K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.68K
- 9.69%
$69.46 - $83.4 $117K - $140K
15.7K $1.31M
IVE
Ishares S&P 500 Value ETF

ETFs
-52
- 4.23%
$168.34 - $195.42 $8.75K - $10.2K
1.18K $229K
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
-4.47K
- 14.29%
N/A
26.8K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.23%
$114.78 - $133.31 $459 - $533
1.72K $228K
F
Ford Motor CO

Consumer Cyclical
-36
- 0.23%
$8.69 - $10.85 $313 - $391
15.3K $166K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-471
- 2.84%
$41.55 - $46.04 $19.6K - $21.7K
16.1K $741K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-114
- 2.64%
$58.41 - $72.69 $6.66K - $8.29K
4.2K $305K
ACWI
Ishares Msci Acwi ETF

ETFs
-7.84K
- 7.08%
$103.59 - $128.6 $813K - $1.01M
103K $13.2M
Activity Summary
Buys All Purchases 110 New Holdings 28 Increased Positions 82 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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