Strategic Planning Group, Llc - Significant Ownership

Signature - Title
William Jeffrey Draper - CCO
Location
Bountiful, UT
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Strategic Planning Group, Llc.

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Significant Ownership of Strategic Planning Group, Llc

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
YLD PRINCIPAL EXCHANGE-TRADED FUNDS EXCHANGE TRADED PRODUCT 7.1% $19.9M 1.05M STRATEGIC PLANNING GROUP, LLC Dec 31, 2024
NFLT ETFis Series Trust I EXCHANGE TRADED PRODUCT 6.5% $15.1M 673K STRATEGIC PLANNING GROUP, LLC Dec 31, 2024

Schedules 13D/G Reported by Strategic Planning Group, Llc:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.