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Planning Capital Management Corporation’s ARK Next Generation Technology ETF ARKW Stock Holding History

Planning Capital Management Corporation’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.28K Hold
15
– – ﹤0.01% 617
2024
Q2 		$1.17K Buy
+15
New +$1.16K ﹤0.01% 576

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Planning Capital Management Corporation's ARKW Position: Q3 2024 in Review

Planning Capital Management Corporation held its ARK Next Generation Technology ETF (ARKW) position steady in Q3 2024 at 15 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Planning Capital Management Corporation first reported a position in ARKW in Q2 2024 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold ARKW as of Q3 2024.

  • Planning Capital Management Corporation held 15 shares of ARK Next Generation Technology ETF worth $1.28K as of Q3 2024.
  • Planning Capital Management Corporation left its ARK Next Generation Technology ETF share count unchanged in Q3 2024.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #617 holding.
  • Planning Capital Management Corporation first reported a position in ARK Next Generation Technology ETF in Q2 2024 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.