Plan Group Financial, LLC
CIK
0001940033
City
OKLAHOMA CITY
State / Country
OK
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $158,496 | 12,865 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $161,455 | 12,865 | Shares | Sole | 2025-10-27 |