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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 651 | $1,482,139 | 70,967 | 0.00 | 0.00 | -105,605 | -59.81 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 652 | $1,472,494 | 16,397 | 0.00 | 0.00 | -22,348 | -57.68 | 12-31-2023 |
| HERCULES CAPITAL INC | COM | 653 | $1,471,602 | 88,278 | 0.00 | 0.00 | -80,535 | -47.71 | 12-31-2023 |
| ISHARES TR | 7-10 YR TRSY BD | 654 | $1,459,044 | 15,137 | 0.00 | 0.00 | -33,439 | -68.84 | 12-31-2023 |
