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 |
|---|---|---|---|---|---|---|---|---|---|
| BANKUNITED INC | COM | 401 | $12,674 | 433 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| STAG INDL INC | COM | 402 | $12,658 | 351 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SILGAN HLDGS INC | COM | 403 | $12,615 | 298 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GROCERY OUTLET HLDG CORP | COM | 404 | $12,609 | 570 | 0.00 | 0.00 | 200 | 54.05 | 06-30-2024 |
