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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | Liquidated | $0 | 0 | 0.00 | 0.00 | 14,125 | 113.61 | 12-31-2023 |
| BLACKROCK INC | COM | 1352 | $627,573 | 773 | 0.00 | 0.00 | -917 | -54.26 | 12-31-2023 |
| IDEXX LABS INC | COM | 1353 | $627,207 | 1,130 | 0.00 | 0.00 | -306 | -21.31 | 12-31-2023 |
| BECTON DICKINSON & CO | COM | 1354 | $624,427 | 2,561 | 0.00 | 0.00 | -2,464 | -49.03 | 12-31-2023 |
