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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | S&P MC 400VL ETF | 251 | $1,550,280 | 13,784 | 0.00 | 0.00 | 12 | 0.09 | 03-31-2024 |
BROADCOM INC | COM | 252 | $1,545,486 | 1,237 | 0.00 | 0.00 | 49 | 4.12 | 03-31-2024 |
T-MOBILE US INC | COM | 253 | $1,545,265 | 9,466 | 0.00 | 0.00 | -103 | -1.08 | 03-31-2024 |
WELLS FARGO CO NEW | COM | 254 | $1,540,540 | 25,280 | 0.00 | 0.00 | -490 | -1.90 | 03-31-2024 |