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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 3051 | $214,153 | 1,990 | 0.00 | 0.00 | -2,069 | -50.97 | 12-31-2023 |
| NUVEEN MULTI ASSET INCOME FU | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,210 | -10.30 | 12-31-2023 |
| GLOBAL X FDS | GLBL X MLP ETF | 3053 | $213,302 | 4,815 | 0.00 | 0.00 | -8,676 | -64.31 | 12-31-2023 |
| ZIONS BANCORPORATION N A | COM | 3054 | $213,188 | 4,860 | 0.00 | 0.00 | -9,253 | -65.56 | 12-31-2023 |
