Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA INVESTMENT COUNSELORS INC | 04-25-2024 | 03-31-2024 | 194 | 1,552,629,451 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 201 | $260,355 | 14,227 | 0.00 | 14,227 | +Inf | 03-31-2024 | |
| STARBUCKS CORP | COM | 202 | $255,877 | 2,800 | 0.00 | 0.00 | -396 | -12.39 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 203 | $253,404 | 1,974 | 0.00 | 1,974 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | GROWTH ETF | 204 | $252,016 | 732 | 0.00 | 0.00 | -49 | -6.27 | 03-31-2024 |
