Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | 08-13-2024 | 06-30-2024 | 488 | 1,228,663,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA-COLA COMPANY | COM | 251 | $985,000 | 15,483 | 0.08 | 0.08 | 231 | 1.51 | 06-30-2024 |
| FIRST TRUST RISING ETF DIVIDEND ACHIEVERS | ETF | 252 | $975,000 | 17,803 | 0.08 | 0.08 | 944 | 5.60 | 06-30-2024 |
| ISHARES ETF U S TECHNOLOGY | ETF | 253 | $970,000 | 6,445 | 0.08 | 0.08 | 0 | 0.00 | 06-30-2024 |
| VERIZON COMMUNICATIONS COM | COM | 254 | $967,000 | 23,451 | 0.08 | 0.08 | 561 | 2.45 | 06-30-2024 |
