Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA PLANNING CORP | 02-01-2024 | 12-31-2023 | 846 | 1,278,138,234 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NAT RES CO | COM | 1101 | $805,656 | 3,583 | 0.00 | 0.00 | -4,461 | -55.46 | 12-31-2023 |
| VANGUARD WORLD FDS | ENERGY ETF | 1102 | $804,360 | 6,858 | 0.00 | 0.00 | -9,554 | -58.21 | 12-31-2023 |
| KELLANOVA | COM | 1103 | $803,286 | 14,367 | 0.00 | 0.00 | -19,230 | -57.24 | 12-31-2023 |
| ENBRIDGE INC | COM | 1104 | $800,666 | 22,228 | 0.00 | 0.00 | -31,052 | -58.28 | 12-31-2023 |
