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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANT ENERGY CORP | COM | 3001 | $219,905 | 4,287 | 0.00 | 0.00 | -1,063 | -19.87 | 12-31-2023 |
| ISHARES TR | US OIL GS EX ETF | 3002 | $219,897 | 2,360 | 0.00 | 0.00 | -1,882 | -44.37 | 12-31-2023 |
| ROYAL CARIBBEAN GROUP | COM | Liquidated | $0 | 0 | 0.00 | 2,378 | +Inf | 12-31-2023 | |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | 3004 | $218,653 | 4,024 | 0.00 | 0.00 | -3,982 | -49.74 | 12-31-2023 |
