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 |
|---|---|---|---|---|---|---|---|---|---|
| BIOGEN INC | COM | 601 | $2,551 | 11 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EATON CORP PLC | SHS | 602 | $2,509 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | Liquidated | $0 | 0 | 0.00 | 16 | +Inf | 03-31-2024 | |
| MONGODB INC | CL A | 604 | $2,500 | 10 | 0.00 | 10 | +Inf | 06-30-2024 |
