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
GOLDMAN SACHS ETF TR EQUAL WEIGHT US 1551 $539,498 8,045 0.00 0.00 0 0.00 12-31-2023
AIRBNB INC COM CL A 1552 $534,894 3,929 0.00 0.00 -474 -10.77 12-31-2023
ISHARES TR IBONDS 26 TRM TS 1553 $534,302 23,378 0.00 23,378 +Inf 12-31-2023
J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 1554 $532,300 11,138 0.00 0.00 -9,462 -45.93 12-31-2023
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