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 |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 651 | $306,765 | 577 | 0.00 | 0.00 | 6 | 1.05 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 652 | $305,530 | 9,199 | 0.00 | 9,199 | +Inf | 03-31-2024 | |
| AVERY DENNISON CORP | COM | 653 | $303,697 | 1,437 | 0.00 | 0.00 | 13 | 0.91 | 03-31-2024 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 654 | $301,998 | 7,199 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
