Filing Research | SCM TRUST Institutional Holdings

Snapshot holdings

2 / 2 loaded

#		Instrument	quantity
1	Investment Planning Advisors, Inc.	Shares	92.1KSH	$2.6M
2	DHJJ Financial Advisors, Ltd.	Shares	16SH	$446

Manager changes2026-06-30 vs 2026-03-31

2 / 2 loaded

#		Instrument
1	Investment Planning Advisors, Inc. added	Shares	+2.7K	+$325.4K	$2.6M
2	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$45	$446