Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SIGMA INVESTMENT COUNSELORS INC | 04-25-2024 | 03-31-2024 | 194 | 1,552,629,451 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DISNEY WALT CO | COM | 151 | $473,894 | 3,873 | 0.00 | 0.00 | -940 | -19.53 | 03-31-2024 |
TARGET CORP | COM | 152 | $473,383 | 2,671 | 0.00 | 0.00 | -253 | -8.65 | 03-31-2024 |
GRACO INC | COM | 153 | $473,002 | 5,061 | 0.00 | 0.00 | -647 | -11.33 | 03-31-2024 |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 154 | $464,038 | 834 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |