Plan Group Financial, LLC Sells in Q1 2025

Plan Group Financial, LLC

Stock	Shares change	Price Range	Shares Held
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	-71 - 0.08%	$36.64 - $45.76 $2.6K - $3.25K	91.5K $3.43M
IVE Ishares S&P 500 Value ETF ETFs	-1.35K - 52.31%	$185.78 - $198.58 $250K - $267K	1.23K $234K
PG Procter & Gamble CO Consumer Defensive	-1.27K - 36.15%	$158.56 - $176.26 $202K - $224K	2.25K $382K
AOA Ishares Tr Core Aggressive All ETFs	-2.47K - 12.45%	$75.7 - $80.01 $187K - $197K	17.3K $1.33M
VONG Vanguard Russell 1000 Growth E ETFs	-22 - 0.34%	$92.71 - $107.38 $2.04K - $2.36K	6.38K $592K
AOM Ishares Tr Core Moderate Alloc ETFs	-1.61K - 8.83%	$42.93 - $44.71 $68.9K - $71.8K	16.6K $727K
AOK Ishares Tr Core Conservative A ETFs	-172 - 1.65%	$36.86 - $38.15 $6.34K - $6.56K	10.3K $386K
FTSM First Tr Enhanced Traded Fd Iv ETFs	-50 - 0.5%	$59.78 - $60.03 $2.99K - $3K	9.9K $592K

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