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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | OIL SERVICES ETF | 1801 | $439,624 | 1,420 | 0.00 | 0.00 | -1,728 | -54.89 | 12-31-2023 |
| MARSH & MCLENNAN COS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 0.09 | 12-31-2023 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 1803 | $438,695 | 18,378 | 0.00 | 0.00 | -25,819 | -58.42 | 12-31-2023 |
| ISHARES TR | INVESTMENT GRADE | 1804 | $438,152 | 9,684 | 0.00 | 0.00 | -10,927 | -53.02 | 12-31-2023 |
