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 |
|---|---|---|---|---|---|---|---|---|---|
| RBB FD INC | US TREASRY 12 MT | Liquidated | $0 | 0 | 0.00 | 5,727 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE-TRADED FD | S&P INTL DIVID | 2452 | $284,816 | 17,669 | 0.00 | 0.00 | -9,438 | -34.82 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2453 | $284,751 | 9,742 | 0.00 | 0.00 | 403 | 4.32 | 12-31-2023 |
| ESSEX PPTY TR INC | COM | 2454 | $284,249 | 1,146 | 0.00 | 0.00 | -1,649 | -59.00 | 12-31-2023 |
