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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 301 | $3,647,473 | 6,928 | 0.00 | 0.00 | -8,041 | -53.72 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 302 | $3,586,355 | 55,958 | 0.00 | 0.00 | -53,489 | -48.87 | 12-31-2023 |
| ISHARES INC | MSCI GBL MIN VOL | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,507 | -21.87 | 12-31-2023 |
| ISHARES TR | CORE S&P US VLU | 304 | $3,538,103 | 41,955 | 0.00 | 0.00 | -79,505 | -65.46 | 12-31-2023 |
