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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 451 | $572,779 | 773 | 0.00 | 0.00 | 71 | 10.11 | 03-31-2024 |
| ST JOE CO | COM | 452 | $567,087 | 9,944 | 0.00 | 0.00 | -213 | -2.10 | 03-31-2024 |
| ISHARES TR | CORE 1 5 YR USD | 453 | $565,853 | 12,039 | 0.00 | 0.00 | -1,504 | -11.11 | 03-31-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 454 | $565,496 | 22,530 | 0.00 | 0.00 | -693 | -2.98 | 03-31-2024 |
