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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | OSHARES US QUALT | 2751 | $246,340 | 5,345 | 0.00 | 0.00 | -5,994 | -52.86 | 12-31-2023 |
| DIAGEO PLC | SPON ADR NEW | 2752 | $246,233 | 1,690 | 0.00 | 0.00 | -2,352 | -58.19 | 12-31-2023 |
| INNOVATOR ETFS TR | GRWT100 PWR BUF | Liquidated | $0 | 0 | 0.00 | 4,828 | +Inf | 12-31-2023 | |
| XEROX HOLDINGS CORP | COM NEW | 2754 | $244,571 | 13,343 | 0.00 | 0.00 | 3,329 | 33.24 | 12-31-2023 |
