Plan Group Financial, LLC Global X Mlp & Energy Infrastr Transaction History
Plan Group Financial, LLC
- $355 Million
- Q3 2025
A detailed history of Plan Group Financial, LLC transactions in Global X Mlp & Energy Infrastr stock. As of the latest transaction made, Plan Group Financial, LLC holds 7,000 shares of MLPX stock, worth $422,660. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,000
Previous 10,200
31.37%
Holding current value
$422,660
Previous $639,000
31.46%
% of portfolio
0.12%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding MLPX
# of Institutions
337Shares Held
30.7MCall Options Held
187KPut Options Held
41K-
Morgan Stanley New York, NY9.9MShares$598 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.41MShares$146 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$79.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$62.5 Million0.01% of portfolio
-
Rational Advisors LLC Huntington, NY808KShares$48.8 Million5.98% of portfolio