Plan Group Financial, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $162 Million distributed in 99 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $15.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $9.5M, Ishares Msci Acwi ETF with a value of $8.68M, Dimensional ETF Tr with a value of $7.81M, and Ishares Core S&P Sm Cap ETF with a value of $7.69M.
Examining the 13F form we can see an increase of $10.4M in the current position value, from $152M to 162M.
Plan Group Financial, LLC is based out at Oklahoma City, OK
Below you can find more details about Plan Group Financial, LLC portfolio as well as his latest detailed transactions.