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 |
|---|---|---|---|---|---|---|---|---|---|
| VALLEY NATL BANCORP | COM | 151 | $87,565 | 12,545 | 0.00 | 0.00 | 177 | 1.43 | 06-30-2024 |
| RTX CORPORATION | COM | 152 | $85,875 | 855 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CARRIER GLOBAL CORPORATION | COM | 153 | $84,528 | 1,340 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GARTNER INC | COM | 154 | $84,424 | 188 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
