STRATEGIC PLANNING GROUP, LLC - 13D/13G Filings

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2025-12-10
4:01 pm
Sale
2025-02-0513GVirtus Newfleet Multi-Sector Bond ETF
NFLT
STRATEGIC PLANNING GROUP, LLC5,770
0.000%
-667,198decrease
(-99.14%)
Filing
History
2025-12-10
2:17 pm
Purchase
2025-08-2013GFirst Trust Structured Credit Income Opportunities ETF
SCIO
STRATEGIC PLANNING GROUP, LLC733,884
25.300%
733,884increase
(New Position)
Filing
History
2025-02-05
5:39 pm
Purchase
2024-12-3113GPrincipal Active High Yield ETF
YLD
STRATEGIC PLANNING GROUP, LLC1,051,167
7.100%
52,354increase
(+5.24%)
Filing
History
2025-02-05
5:38 pm
Purchase
2024-12-3113GVirtus Newfleet Multi-Sector Bond ETF
NFLT
STRATEGIC PLANNING GROUP, LLC672,968
6.500%
32,244increase
(+5.03%)
Filing
History
2024-11-06
5:50 pm
Purchase
2024-09-3013GVirtus Newfleet Multi-Sector Bond ETF
NFLT
STRATEGIC PLANNING GROUP, LLC640,724
8.500%
640,724increase
(New Position)
Filing
History
2024-11-06
5:47 pm
Purchase
2024-09-3013GPrincipal Active High Yield ETF
YLD
STRATEGIC PLANNING GROUP, LLC998,813
8.400%
998,813increase
(New Position)
Filing
History