Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | 05-09-2024 | 03-31-2024 | 478 | 1,133,998,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S P MID ETF ETF NULL | ETF | 1 | $55,477,000 | 913,350 | 4.89 | 4.99 | 727,550 | 391.58 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC SERIES B NEW NULL | COM | 2 | $43,652,000 | 103,804 | 3.85 | 3.93 | -9,972 | -8.76 | 03-31-2024 |
| ISHARES TREASURY ETF FLOATING RATE ETF NULL | ETF | 3 | $42,491,000 | 838,243 | 3.75 | 4.08 | 4,233 | 0.51 | 03-31-2024 |
| ISHARES ETF RUSSELL 2000 NULL | ETF | 4 | $41,063,000 | 195,261 | 3.62 | 3.67 | 6,336 | 3.35 | 03-31-2024 |
