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  Name: Planned Solutions Inc.
  City: FOLSOM
  State: CA
  Zip: 95630
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $203,833,000
  Total Value Change : $-9,836,000
  Securities Held Change : -485
   
All Securities Held : 101
  New Positions : 2
  Closed Positions : 485
  Increased Positions : 39
  Unchanged Positions : 43
  Decreased Positions : 17

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc 59 New $303.43 $366,000 1,171 0.18% 366,000 1,171 0.002    Aerospace/Defense Pro...
   (MCK)1 Year Chart         MCK McKesson Corp 67 New $531.10 $289,000 538 0.14% 289,000 538 0    Drugs Wholesale

      2 Records Found
  1    
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