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 |
|---|---|---|---|---|---|---|---|---|---|
| ANSYS INC | COM | 501 | $6,109 | 19 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD | ESG US STK ETF | Liquidated | $0 | 0 | 0.00 | 71 | +Inf | 03-31-2024 | |
| BANK NEW YORK MELLON CORP | COM | Liquidated | $0 | 0 | 0.00 | 116 | +Inf | 03-31-2024 | |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 504 | $6,037 | 220 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
