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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 151 | $6,200,296 | 9,393 | 0.00 | 0.00 | -7,165 | -43.27 | 12-31-2023 |
| ISHARES TR | GLOBAL 100 ETF | 152 | $5,995,229 | 74,456 | 0.00 | 0.00 | 49,485 | 198.17 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 153 | $5,905,217 | 107,407 | 0.00 | 0.00 | -131,429 | -55.03 | 12-31-2023 |
| HOME DEPOT INC | COM | 154 | $5,765,003 | 16,635 | 0.00 | 0.00 | -18,342 | -52.44 | 12-31-2023 |
