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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC25 ETF | 2551 | $272,488 | 11,005 | 0.00 | 0.00 | -27,405 | -71.35 | 12-31-2023 |
| LTC PPTYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,831 | 27.58 | 12-31-2023 |
| MURPHY OIL CORP | COM | 2553 | $271,744 | 6,370 | 0.00 | 0.00 | -300 | -4.50 | 12-31-2023 |
| ZIMMER BIOMET HOLDINGS INC | COM | 2554 | $271,340 | 2,230 | 0.00 | 0.00 | -3,620 | -61.88 | 12-31-2023 |
