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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 601 | $1,642,012 | 9,183 | 0.00 | 0.00 | -8,554 | -48.23 | 12-31-2023 |
| ISHARES TR | U.S. TECH ETF | 602 | $1,631,267 | 13,289 | 0.00 | 0.00 | -13,928 | -51.17 | 12-31-2023 |
| STARBUCKS CORP | COM | 603 | $1,612,358 | 16,794 | 0.00 | 0.00 | -15,681 | -48.29 | 12-31-2023 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 604 | $1,597,466 | 26,966 | 0.00 | 0.00 | -39,221 | -59.26 | 12-31-2023 |
