Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANNING CAPITAL MANAGEMENT CORP | 08-12-2024 | 06-30-2024 | 721 | 141,633,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOMINOS PIZZA INC | COM | 101 | $168,324 | 326 | 0.00 | 0.00 | 145 | 80.11 | 06-30-2024 |
| META PLATFORMS INC | CL A | 102 | $167,923 | 333 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ABBOTT LABS | COM | 103 | $163,763 | 1,576 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ROSS STORES INC | COM | 104 | $162,032 | 1,115 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
