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 |
|---|---|---|---|---|---|---|---|---|---|
| CONFLUENT INC | CLASS A COM | 2401 | $293,553 | 12,545 | 0.00 | 0.00 | 3,789 | 43.27 | 12-31-2023 |
| PIMCO ETF TR | SR LN ACTIVE ETF | Liquidated | $0 | 0 | 0.00 | 5,833 | +Inf | 12-31-2023 | |
| ISHARES TR | MORNINGSTAR GRWT | 2403 | $293,272 | 4,324 | 0.00 | 0.00 | -5,165 | -54.43 | 12-31-2023 |
| RBB FD INC | US TREASY 2 YR | Liquidated | $0 | 0 | 0.00 | 6,114 | +Inf | 12-31-2023 |
