Planning Capital Management Corporation’s Hercules Capital HTGC Stock Holding History

Planning Capital Management Corporation’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.82K	Buy	+347	New	+$6.83K	﹤0.01%	479

Other funds holding HTGC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Planning Capital Management Corporation opened a new position in Hercules Capital (HTGC) in Q3 2024: 347 shares worth $6.82K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

299 funds tracked by Wall St. Rank hold HTGC as of Q3 2024.

Planning Capital Management Corporation held 347 shares of Hercules Capital worth $6.82K as of Q3 2024.
Hercules Capital was a new Planning Capital Management Corporation position in Q3 2024.
Hercules Capital made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #479 holding.
299 funds tracked by Wall St. Rank held Hercules Capital as of Q3 2024.

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