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 WORLD FDS | INF TECH ETF | 851 | $1,116,253 | 2,306 | 0.00 | 0.00 | -3,740 | -61.86 | 12-31-2023 |
| KIMBERLY-CLARK CORP | COM | 852 | $1,108,262 | 9,121 | 0.00 | 0.00 | -9,760 | -51.69 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO SHORT | 853 | $1,105,367 | 37,118 | 0.00 | 0.00 | -55,286 | -59.83 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 854 | $1,103,998 | 25,177 | 0.00 | 0.00 | -42,376 | -62.73 | 12-31-2023 |
