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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR MORNINGSTAR DIVID L | SHS | 251 | $31,629 | 834 | 0.00 | 0.00 | 11 | 1.34 | 06-30-2024 |
| ISHARES TR | MSCI EMG MKT ETF | 252 | $31,192 | 732 | 0.00 | 0.00 | 5 | 0.69 | 06-30-2024 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 253 | $31,077 | 396 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ATLASSIAN CORPORATION | CL A | 254 | $30,954 | 175 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
