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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | GLOBL CASH ETF | 551 | $430,875 | 12,504 | 0.00 | 12,504 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 552 | $427,175 | 7,814 | 0.00 | 0.00 | 1,167 | 17.56 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 553 | $426,439 | 12,624 | 0.00 | 0.00 | 885 | 7.54 | 03-31-2024 |
| GILEAD SCIENCES INC | COM | 554 | $425,549 | 6,349 | 0.00 | 0.00 | -97 | -1.50 | 03-31-2024 |
