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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 1151 | $763,564 | 12,219 | 0.00 | 0.00 | -13,497 | -52.48 | 12-31-2023 |
| SPDR SER TR | PORTFOLI S&P1500 | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,751 | -20.52 | 12-31-2023 |
| SPLUNK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,384 | 36.19 | 12-31-2023 |
| MCKESSON CORP | COM | 1154 | $759,126 | 1,640 | 0.00 | 0.00 | -1,063 | -39.33 | 12-31-2023 |
