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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $474,514 | 2,605 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | RUS MID CAP ETF | 52 | $473,492 | 5,840 | 0.00 | 0.00 | -23 | -0.39 | 06-30-2024 |
| CATERPILLAR INC | COM | 53 | $472,094 | 1,417 | 0.00 | 0.00 | 1,278 | 919.42 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 54 | $460,734 | 1,930 | 0.00 | 0.00 | 1,579 | 449.86 | 06-30-2024 |
