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 |
|---|---|---|---|---|---|---|---|---|---|
| KKR & CO INC | COM | 151 | $3,002,027 | 30,642 | 0.00 | 0.00 | -218 | -0.71 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 152 | $2,932,835 | 19,970 | 0.00 | 0.00 | -397 | -1.95 | 03-31-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 153 | $2,884,822 | 27,577 | 0.00 | 0.00 | -1,346 | -4.65 | 03-31-2024 |
| FIRST TR S&P REIT INDEX FD | COM | 154 | $2,854,341 | 116,769 | 0.00 | 0.00 | -230 | -0.20 | 03-31-2024 |
