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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWN CASTLE INC | COM | 501 | $329,000 | 3,365 | 0.03 | 0.03 | 27 | 0.81 | 06-30-2024 |
| VIRTUS EQUITY & CONV INCOME FUND | CEF | 502 | $326,000 | 14,028 | 0.03 | 0.02 | 1,650 | 13.33 | 06-30-2024 |
| VANGUARD VALUE ETF | ETF | 503 | $325,000 | 2,026 | 0.03 | 0.03 | 270 | 15.38 | 06-30-2024 |
| PUBLIC SVC ENTERPRISE GROUP INC | COM | 504 | $324,000 | 4,402 | 0.03 | 0.03 | 25 | 0.57 | 06-30-2024 |
