Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 02-23-2024 | 12-31-2023 | 701 | 2,162,861,571 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $95,226,717 | 213,518 | 0.00 | 0.00 | 14,004 | 7.02 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $66,375,723 | 290,002 | 0.00 | 0.00 | 26,195 | 9.93 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $62,823,760 | 166,823 | 0.00 | 0.00 | 4,607 | 2.84 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $48,540,230 | 177,452 | 0.00 | 0.00 | 1,783 | 1.01 | 12-31-2023 |
