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 |
|---|---|---|---|---|---|---|---|---|---|
| ECOLAB INC | COM | 651 | $1,428 | 6 | 0.00 | 0.00 | -102 | -94.44 | 06-30-2024 |
| EBAY INC. | COM | 652 | $1,397 | 26 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COMERICA INC | COM | 653 | $1,379 | 27 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ROCKET LAB USA INC | COM | 654 | $1,368 | 285 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
