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 |
|---|---|---|---|---|---|---|---|---|---|
| IDEXX LABS INC | COM | 551 | $3,898 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | Liquidated | $0 | 0 | 0.00 | 62 | +Inf | 06-30-2024 | |
| AMERICAN ELEC PWR CO INC | COM | 553 | $3,861 | 44 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | JPMORGAN USD EMG | 554 | $3,805 | 43 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
