PCMC
GARP

Planning Capital Management Corporation’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Planning Capital Management Corporation’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$54 Hold
1
– – ﹤0.01% 740
2024
Q2 		$52 Buy
+1
New +$48 ﹤0.01% 685

Other funds holding GARP

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Planning Capital Management Corporation held its iShares MSCI USA Quality GARP ETF (GARP) position steady in Q3 2024 at 1 share worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Planning Capital Management Corporation first reported a position in GARP in Q2 2024 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold GARP as of Q3 2024.

  • Planning Capital Management Corporation held 1 share of iShares MSCI USA Quality GARP ETF worth $54 as of Q3 2024.
  • Planning Capital Management Corporation left its iShares MSCI USA Quality GARP ETF share count unchanged in Q3 2024.
  • iShares MSCI USA Quality GARP ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #740 holding.
  • Planning Capital Management Corporation first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2024 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q3 2024.

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