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 TECH BRKTHR | 951 | $954,051 | 22,229 | 0.00 | 0.00 | -19,299 | -46.47 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | 952 | $954,006 | 73,272 | 0.00 | 0.00 | 14,077 | 23.78 | 12-31-2023 |
| WISDOMTREE TR | US TOTAL DIVIDND | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,164 | 15.84 | 12-31-2023 |
| MEDTRONIC PLC | SHS | 954 | $946,843 | 11,494 | 0.00 | 0.00 | -22,416 | -66.10 | 12-31-2023 |
