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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | 36 | 36.73 | 06-30-2024 |
| CHUBB LIMITED | COM | 202 | $53,312 | 209 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KKR & CO INC | COM | 203 | $52,620 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BROOKFIELD CORP | CL A LTD VT SH | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
