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 |
|---|---|---|---|---|---|---|---|---|---|
| TOAST INC | CL A | 301 | $1,184,893 | 51,095 | 0.00 | 0.00 | 14,048 | 37.92 | 03-31-2024 |
| VIRTUS CONVERTIBLE & INC 202 | COM | 302 | $1,179,670 | 132,547 | 0.00 | 0.00 | 605 | 0.46 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 303 | $1,163,626 | 33,660 | 0.00 | 0.00 | -1,624 | -4.60 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW SECURITIZED | 304 | $1,162,659 | 57,930 | 0.00 | 0.00 | 532 | 0.93 | 03-31-2024 |
