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 |
|---|---|---|---|---|---|---|---|---|---|
| LA Z BOY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | HDG MSCI EAFE | 1502 | $562,603 | 17,855 | 0.00 | 0.00 | -25,416 | -58.74 | 12-31-2023 |
| NICE LTD | SPONSORED ADR | 1503 | $558,428 | 2,799 | 0.00 | 0.00 | -420 | -13.05 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 1504 | $558,050 | 12,528 | 0.00 | 0.00 | -21,265 | -62.93 | 12-31-2023 |
