PCMC
HEAL

Planning Capital Management Corporation’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Planning Capital Management Corporation’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$752 Buy
+25
New +$689 ﹤0.01% 646

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Planning Capital Management Corporation opened a new position in Global X Funds Global X HealthTech ETF (HEAL) in Q3 2024: 25 shares worth $752. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings.

36 funds tracked by Wall St. Rank hold HEAL as of Q3 2024.

  • Planning Capital Management Corporation held 25 shares of Global X Funds Global X HealthTech ETF worth $752 as of Q3 2024.
  • Global X Funds Global X HealthTech ETF was a new Planning Capital Management Corporation position in Q3 2024.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #646 holding.
  • 36 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2024.

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