Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | 08-12-2024 | 06-30-2024 | 721 | 141,633,566 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | 36 | 36.73 | 06-30-2024 |
CHUBB LIMITED | COM | 203 | $53,312 | 209 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
KKR & CO INC | COM | 204 | $52,620 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |