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 |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP | COM | 2301 | $312,980 | 8,477 | 0.00 | 0.00 | -3,184 | -27.30 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | Liquidated | $0 | 0 | 0.00 | 3,469 | +Inf | 12-31-2023 | |
| SPDR SER TR | PORTFOLIO AGRGTE | Liquidated | $0 | 0 | 0.00 | 12,810 | +Inf | 12-31-2023 | |
| ELEVANCE HEALTH INC | COM | 2304 | $310,813 | 659 | 0.00 | 0.00 | -461 | -41.16 | 12-31-2023 |
