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Company Main View
Name:
Plan Group Financial LLC
City:
OKLAHOMA CITY
State:
OK
Zip:
73105
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2022-06-30
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
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
IWM
iShares Tr Russell 2000 Indx
96
Closed
$207.93
$0
0
0%
-906,000
-4,512
0
Closed - End Fund - E...
PAYC
Paycom Software, Inc.
95
Closed
$181.07
$0
0
0%
-245,000
-1,183
0
N/A
TSLA
Tesla Motors Inc
98
Closed
$177.81
$0
0
0%
-207,000
-832
0
Auto Manufacturers
FLOT
Ishares Floating Rate Note ...
97
Closed
$0.00
$0
0
0%
-303,000
-5,984
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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