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Sigma Planning Corp’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Sigma Planning Corp’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,937
Closed -$895K – 1289
2023
Q2 		$895K Buy
11,937
+1,035
+9% +$77.4K 0.03% 503
2023
Q1 		$815K Buy
10,902
+76
+0.7% +$5.68K 0.03% 590
2022
Q4 		$805K Buy
+10,826
New +$804K 0.03% 565
2019
Q2 		– Sell
-3,070
Closed -$232K – 1035
2019
Q1 		$232K Buy
+3,070
New +$231K 0.01% 786
2018
Q4 		– Sell
-2,930
Closed -$222K – 949
2018
Q3 		$222K Buy
+2,930
New +$221K 0.01% 836

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LFA
Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return