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 |
|---|---|---|---|---|---|---|---|---|---|
| KROGER CO | COM | 1701 | $480,491 | 10,512 | 0.00 | 0.00 | -18,821 | -64.16 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 1702 | $480,256 | 13,563 | 0.00 | 0.00 | -20,331 | -59.98 | 12-31-2023 |
| CARNIVAL CORP | UNIT 99/99/9999 | 1703 | $478,655 | 25,817 | 0.00 | 25,817 | +Inf | 12-31-2023 | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -24 | -0.24 | 12-31-2023 |
