Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SIGMA PLANNING CORP | 02-01-2024 | 12-31-2023 | 846 | 1,278,138,234 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | Liquidated | $0 | 0 | 0.00 | 2,845 | +Inf | 12-31-2023 | |
INNOVATOR ETFS TR | US EQTY BUFR JAN | 2802 | $238,989 | 5,850 | 0.00 | 0.00 | -1,599 | -21.47 | 12-31-2023 |
ISHARES TR | GL CLEAN ENE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,903 | -35.29 | 12-31-2023 |
BRITISH AMERN TOB PLC | SPONSORED ADR | 2804 | $238,670 | 8,149 | 0.00 | 0.00 | -26,055 | -76.18 | 12-31-2023 |