Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINTRUST INVESTMENTS LLC | 02-12-2024 | 12-31-2023 | 464 | 1,032,917,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR ENHANCED ETF SHORT MATURITY | ETF | 51 | $4,350,000 | 72,910 | 0.42 | 0.52 | -11,304 | -13.42 | 12-31-2023 |
| AMGEN INC | COM | 52 | $4,332,000 | 15,041 | 0.42 | 1.17 | -26,530 | -63.82 | 12-31-2023 |
| ALPHABET INC VOTING CAP STK CL A | COM | 53 | $4,327,000 | 30,977 | 0.42 | 0.40 | 1,808 | 6.20 | 12-31-2023 |
| COSTCO WHSL CORP NEW COM | COM | 54 | $4,297,000 | 6,509 | 0.42 | 0.38 | 154 | 2.42 | 12-31-2023 |
