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 |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 351 | $3,040,688 | 11,555 | 0.00 | 0.00 | -17,612 | -60.38 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 352 | $2,998,757 | 17,598 | 0.00 | 0.00 | -16,097 | -47.77 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | Liquidated | $0 | 0 | 0.00 | 0.00 | -148,544 | -51.51 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 354 | $2,890,979 | 60,354 | 0.00 | 0.00 | -88,854 | -59.55 | 12-31-2023 |
