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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE IN | COM | 301 | $20,808 | 152 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BLACKROCK INC | COM | 302 | $20,471 | 26 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KONTOOR BRANDS INC | COM | 303 | $20,309 | 307 | 0.00 | 0.00 | 5 | 1.66 | 06-30-2024 |
| BLACKSTONE INC | COM | 304 | $20,304 | 164 | 0.00 | 0.00 | -67 | -29.00 | 06-30-2024 |
