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  Name: Plan Group Financial LLC
  City: OKLAHOMA CITY
  State: OK
  Zip: 73105
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $152,296,000
  Total Value Change : $38,336,000
  Securities Held Change : 23
   
All Securities Held : 94
  New Positions : 22
  Closed Positions : 4
  Increased Positions : 59
  Unchanged Positions : 5
  Decreased Positions : 8

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 39 - $534.01 $789,000 1,508 0.52% 72,000 0 0    Closed - End Fund - E...
   (QYLD)1 Year Chart         QYLD Global X NASDAQ 100 Covered... 65 - $0.00 $347,000 19,371 0.23% 11,000 0 0.005    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS 76 - $125.70 $270,000 2,049 0.18% 30,000 0 0.003    Closed - End Fund - E...
   (SLQT)1 Year Chart         SLQT Selectquote, Inc. 93 - $2.83 $39,000 19,533 0.03% 12,000 0 0.012    N/A
   (KNDI)1 Year Chart         KNDI Kandi Technologies Corp 94 - $2.46 $25,000 12,000 0.02% -9,000 0 0.022    Gold

      5 Records Found
  1    
Page 1 of 1
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