PLANNING DIRECTIONS INC
Position in XPAY — Roundhill S&P 500 Target 20 Managed Distribution ETF
CIK 821103
GLEN MILLS, PA
All Filings in XPAY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XPAY | $280,582 | 5,752 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 XPAY | $228,992 | 4,248 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||