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.

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% $20M 1.05M STRATEGIC PLANNING GROUP, LLC Dec 31, 2024
NFLT ETFis Series Trust I EXCHANGE TRADED PRODUCT 6.5% $15.2M 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.