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 CHARLOTTE FDS | TOTAL INT BD ETF | 751 | $1,271,265 | 25,752 | 0.00 | 0.00 | -44,270 | -63.22 | 12-31-2023 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 752 | $1,270,717 | 12,734 | 0.00 | 0.00 | -10,803 | -45.90 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 753 | $1,258,764 | 38,412 | 0.00 | 0.00 | -48,687 | -55.90 | 12-31-2023 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 754 | $1,256,328 | 44,393 | 0.00 | 0.00 | -26,155 | -37.07 | 12-31-2023 |
