Planning Capital Management Corporation’s PSQ Holdings PSQH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$369	Buy	+10	New	+$433	﹤0.01%	679

Other funds holding PSQH

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Planning Capital Management Corporation opened a new position in PSQ Holdings (PSQH) in Q3 2024: 10 shares worth $369. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings.

51 funds tracked by Wall St. Rank hold PSQH as of Q3 2024.

Planning Capital Management Corporation held 10 shares of PSQ Holdings worth $369 as of Q3 2024.
PSQ Holdings was a new Planning Capital Management Corporation position in Q3 2024.
PSQ Holdings made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #679 holding.
51 funds tracked by Wall St. Rank held PSQ Holdings as of Q3 2024.

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