Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SIGMA INVESTMENT COUNSELORS INC | 07-25-2024 | 06-30-2024 | 191 | 1,598,165,074 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 151 | $446,257 | 834 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BANK AMERICA CORP | COM | 152 | $426,024 | 10,712 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BLACKSTONE INC | COM | 153 | $424,400 | 3,428 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BOEING CO | COM | 154 | $417,349 | 2,293 | 0.00 | 0.00 | -180 | -7.28 | 06-30-2024 |