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 |
|---|---|---|---|---|---|---|---|---|---|
| BREAD FINANCIAL HOLDINGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6,384 | 72.65 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY BUFR JUN | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,280 | 85.51 | 12-31-2023 |
| VANGUARD STAR FDS | VG TL INTL STK F | 1603 | $518,361 | 8,943 | 0.00 | 0.00 | -21,043 | -70.18 | 12-31-2023 |
| S&P GLOBAL INC | COM | 1604 | $517,954 | 1,176 | 0.00 | 0.00 | -698 | -37.25 | 12-31-2023 |
