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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US AER DEF ETF | 901 | $1,021,105 | 8,066 | 0.00 | 0.00 | -7,235 | -47.28 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 902 | $1,020,801 | 6,492 | 0.00 | 0.00 | -9,258 | -58.78 | 12-31-2023 |
| ZOETIS INC | CL A | 903 | $1,019,781 | 5,167 | 0.00 | 0.00 | -4,208 | -44.89 | 12-31-2023 |
| ISHARES TR | CORE TOTAL USD | 904 | $1,017,064 | 22,076 | 0.00 | 0.00 | -136,716 | -86.10 | 12-31-2023 |
