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
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