Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 04-25-2024 | 03-31-2024 | 732 | 2,352,414,142 |
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 | $104,755,077 | 225,357 | 0.00 | 0.00 | 11,839 | 5.54 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 2 | $74,160,707 | 310,439 | 0.00 | 0.00 | 20,437 | 7.05 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $68,123,953 | 166,668 | 0.00 | 0.00 | -155 | -0.09 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $52,104,086 | 900,676 | 0.00 | 0.00 | 723,224 | 407.56 | 03-31-2024 |
