Plan Group Financial, LLC PACER FDS TR Transaction History

Plan Group Financial, LLC

  • $295 Million
  • Q2 2025
Number of Shares
122,156
Previous 91,377 33.68%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
30,779 Added 33.68%
122,156 $0
Q1 2025

May 09, 2025
BUY
N/A
91,377 New
91,377 $0
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email