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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 101 | $5,345,104 | 100,103 | 0.00 | 0.00 | -4,804 | -4.58 | 03-31-2024 |
| META PLATFORMS INC | CL A | 102 | $5,262,531 | 10,608 | 0.00 | 0.00 | -520 | -4.67 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 103 | $5,206,609 | 58,259 | 0.00 | 0.00 | 8,841 | 17.89 | 03-31-2024 |
| MCDONALDS CORP | COM | 104 | $5,181,681 | 18,715 | 0.00 | 0.00 | 670 | 3.71 | 03-31-2024 |
