Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | 02-12-2024 | 12-31-2023 | 464 | 1,032,917,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID ETF ETF | ETF | 1 | $51,494,000 | 185,800 | 4.99 | 4.82 | 1,265 | 0.69 | 12-31-2023 |
| ISHARES TREASURY ETF FLOATING RATE ETF | ETF | 2 | $42,092,000 | 834,010 | 4.08 | 3.02 | 266,212 | 46.88 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC SERIES B NEW | COM | 3 | $40,579,000 | 113,776 | 3.93 | 4.07 | 2,939 | 2.65 | 12-31-2023 |
| ISHARES ETF RUSSELL 2000 | ETF | 4 | $37,919,000 | 188,925 | 3.67 | 3.48 | 848 | 0.45 | 12-31-2023 |
