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 |
|---|---|---|---|---|---|---|---|---|---|
| PRIMO WATER CORPORATION | COM | 351 | $16,374 | 749 | 0.00 | 749 | +Inf | 06-30-2024 | |
| GARMIN LTD | SHS | 352 | $16,292 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SM ENERGY CO | COM | 353 | $16,255 | 376 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE TR | INTERNTNL AI ENH | 354 | $16,224 | 412 | 0.00 | 0.00 | 11 | 2.74 | 06-30-2024 |
