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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 201 | $5,096,309 | 34,089 | 0.00 | 0.00 | -34,492 | -50.29 | 12-31-2023 |
| INNOVATOR ETFS TR | POWER BUFFER SET | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,223 | -4.61 | 12-31-2023 |
| ABBOTT LABS | COM | 203 | $5,083,589 | 46,185 | 0.00 | 0.00 | -11,352 | -19.73 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 204 | $4,988,888 | 111,846 | 0.00 | 0.00 | -140,025 | -55.59 | 12-31-2023 |
