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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 251 | $4,301,608 | 24,018 | 0.00 | 0.00 | -24,539 | -50.54 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 252 | $4,116,613 | 30,185 | 0.00 | 0.00 | -46,877 | -60.83 | 12-31-2023 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 253 | $4,093,108 | 137,169 | 0.00 | 0.00 | -106,972 | -43.82 | 12-31-2023 |
| ISHARES TR | CORE 1 5 YR USD | Liquidated | $0 | 0 | 0.00 | 0.00 | -126,676 | -59.08 | 12-31-2023 |
