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 |
|---|---|---|---|---|---|---|---|---|---|
| HP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -737 | -2.56 | 12-31-2023 |
| PHILLIPS EDISON & CO INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,594 | -10.78 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1203 | $719,797 | 12,340 | 0.00 | 0.00 | -19,889 | -61.71 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | S NETWRK FUT VEH | 1204 | $718,704 | 12,631 | 0.00 | 0.00 | -6,695 | -34.64 | 12-31-2023 |
