Plan Group Financial, LLC
Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF
CIK 1940033
OKLAHOMA CITY, OK
All Filings in BBAG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,749 | 7,568 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $338,214 | 7,327 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $335,941 | 7,237 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $223,362 | 4,786 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||