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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT CBOE EQTY BFR | 51 | $14,223,981 | 364,811 | 0.00 | 364,811 | +Inf | 12-31-2023 | |
| PACER FDS TR | US CASH COWS 100 | 52 | $13,114,482 | 252,250 | 0.00 | 0.00 | -274,224 | -52.09 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 53 | $12,180,697 | 159,999 | 0.00 | 0.00 | -231,285 | -59.11 | 12-31-2023 |
| ABBVIE INC | COM | 54 | $11,987,724 | 77,355 | 0.00 | 0.00 | -49,803 | -39.17 | 12-31-2023 |
